CANADIAN PACIFIC KANSAS CITY LTD/CN - CP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Added to | 53,042,159 | 4,172,296 | 0.73% | 0.63% | 1 | +35,091 | 0.07% | Q1 2026 | May 15, 2026 |
| TCI Fund Management Ltd | History | Reduced | 46,521,923 | 3,659,637 | 8.1% | 6.54% | 2 | -1,132,500 | -2.38% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 38,030,675 | 2,799,894 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 24,666,695 | 1,941,096 | 0.05% | — | 4 | +24,666,695 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 22,278,790 | 1,752,449 | 0.27% | 0.26% | 5 | -1,153,159 | -4.92% | Q1 2026 | May 12, 2026 |
| FIL Ltd | History | Added to | 21,001,067 | 1,652,614 | 1.28% | 0.92% | 6 | +4,334,290 | 26.01% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 20,158,705 | 1,586,236 | 0.08% | 0.05% | 7 | +5,745,452 | 39.86% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,794,574 | 1,557,993 | 0.58% | 0.54% | 8 | -1,193,978 | -5.69% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 18,829,813 | 1,477,051 | 1.2% | 1.1% | 9 | +230,822 | 1.24% | Q1 2026 | May 11, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 16,084,320 | 1,246,856 | 2.85% | 2.49% | 10 | -222,618 | -1.37% | Q1 2026 | May 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 15,625,962 | 1,229,478 | 1.48% | 1.41% | 11 | -445,096 | -2.77% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,744,456 | 1,220,510 | 0.08% | 0.04% | 12 | +6,257,536 | 65.96% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 14,142,830 | 1,112,475 | 1.02% | 0.8% | 13 | -185,800 | -1.3% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 13,290,852 | 978,558 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,804,476 | 701,223 | 0.04% | 0.04% | 15 | -16,882 | -0.19% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 8,792,381 | 689,859 | 8.47% | 12.78% | 16 | -3,804,421 | -30.2% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 8,103,143 | 637,080 | 0.55% | 0.63% | 17 | -2,367,013 | -22.61% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 7,938,210 | 624,681 | 0.16% | — | 18 | +7,938,210 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,921,836 | 623,131 | 0.07% | 0.06% | 19 | +1,814,172 | 29.7% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,797,187 | 613,482 | 1.0% | 1.0% | 20 | -635,855 | -7.54% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 7,081,626 | 565,991 | 0.51% | 0.48% | 21 | -18,158 | -0.26% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 7,147,286 | 560,838 | 0.13% | 0.12% | 22 | -176,905 | -2.42% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 7,077,878 | 557,086 | 1.28% | 1.02% | 23 | +1,816,762 | 34.53% | Q1 2026 | May 11, 2026 |
| Veritas Asset Management LLP | History | Reduced | 6,854,361 | 539,164 | 9.13% | 7.04% | 24 | -2,490,088 | -26.65% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 6,749,527 | 530,551 | 0.25% | 0.2% | 25 | +601,692 | 9.79% | Q1 2026 | May 18, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,612,973 | 521,506 | 1.27% | 1.37% | 26 | -1,070,063 | -13.93% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,202,848 | 487,916 | 0.17% | 0.15% | 27 | +429,576 | 7.44% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,181,934 | 477,551 | 1.42% | 0.78% | 28 | +4,473,502 | 261.85% | Q1 2026 | May 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 6,025,005 | 472,722 | 0.42% | 0.44% | 29 | -934,323 | -13.43% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 5,905,413 | 463,915 | 1.59% | 1.45% | 30 | -308,320 | -4.96% | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 4,838,509 | 459,536 | 0.15% | 0.12% | 31 | -298,834 | -5.82% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 5,493,273 | 432,365 | 0.28% | 0.3% | 32 | -513,562 | -8.55% | Q1 2026 | May 15, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | Reduced | 5,264,204 | 414,079 | 6.34% | 6.2% | 33 | -88,984 | -1.66% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 5,299,197 | 413,443 | 0.69% | 0.66% | 34 | -187,324 | -3.41% | Q1 2026 | May 05, 2026 |
| Sustainable Growth Advisers, LP | History | Reduced | 5,210,330 | 409,844 | 3.86% | 3.35% | 35 | -1,353,889 | -20.63% | Q1 2026 | May 11, 2026 |
| Select Equity Group, L.P. | History | Added to | 4,956,024 | 388,761 | 1.99% | 1.41% | 36 | +511,805 | 11.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,929,409 | 387,747 | 0.02% | 0.02% | 37 | -26,302 | -0.53% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,692,880 | 369,182 | 0.09% | 0.15% | 38 | -3,625,901 | -43.59% | Q1 2026 | May 13, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 4,621,108 | 363,496 | 0.93% | 0.82% | 39 | -14,668 | -0.32% | Q1 2026 | May 15, 2026 |
| CANTILLON CAPITAL MANAGEMENT LLC | History | Added to | 4,344,435 | 341,733 | 2.27% | 1.68% | 40 | +136,577 | 3.25% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Added to | 4,186,942 | 329,344 | 0.08% | 0.06% | 41 | +925,666 | 28.38% | Q1 2026 | May 14, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 4,111,721 | 322,532 | 2.19% | 2.01% | 42 | -326,169 | -7.35% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,811,690 | 296,675 | 1.07% | 1.15% | 43 | -277,784 | -6.79% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,691,285 | 288,046 | 1.18% | 1.18% | 44 | -289,787 | -7.28% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,618,261 | 284,731 | 0.15% | — | 45 | +3,618,261 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 3,020,193 | 237,318 | 0.14% | 0.11% | 46 | +616,400 | 25.64% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,929,993 | 230,473 | 0.02% | 0.02% | 47 | -429,078 | -12.77% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 2,908,519 | 228,914 | 0.33% | 0.48% | 48 | -1,490,587 | -33.88% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 2,864,548 | 225,325 | 0.2% | 0.15% | 49 | +268,782 | 10.35% | Q1 2026 | May 13, 2026 |
| AKO CAPITAL LLP | History | Reduced | 2,747,795 | 216,142 | 4.23% | 3.32% | 50 | -209,566 | -7.09% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,545,049 | 199,605 | 0.31% | 0.0% | 51 | +2,502,104 | 5826.3% | Q1 2026 | May 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 2,479,436 | 195,170 | 1.44% | 1.29% | 52 | +226,734 | 10.06% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,411,476 | 189,686 | 0.03% | 0.02% | 53 | -55,025 | -2.23% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,394,073 | 188,317 | 0.09% | 0.09% | 54 | -436,336 | -15.42% | Q1 2026 | May 12, 2026 |
| Findlay Park Partners LLP | History | Reduced | 2,309,096 | 181,633 | 2.53% | 2.42% | 55 | -269,600 | -10.45% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,312,479 | 181,395 | 0.03% | 0.03% | 56 | +93,569 | 4.22% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 2,242,557 | 176,429 | 0.31% | 0.17% | 57 | +667,638 | 42.39% | Q1 2026 | May 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 2,098,097 | 164,579 | 0.26% | 0.15% | 58 | +919,626 | 78.04% | Q1 2026 | May 14, 2026 |
| Canoe Financial LP | History | Added to | 2,032,478 | 159,885 | 2.18% | 0.0% | 59 | +2,028,010 | 45389.66% | Q1 2026 | Apr 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,029,606 | 159,620 | 0.03% | 0.03% | 60 | +109,184 | 5.69% | Q1 2026 | May 07, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 2,028,713 | 159,578 | 1.66% | 1.95% | 61 | -74,226 | -3.53% | Q1 2026 | May 12, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 2,004,000 | 157,634 | 0.26% | 0.23% | 62 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,980,020 | 156,092 | 0.7% | 0.8% | 63 | -520,891 | -20.83% | Q1 2026 | May 07, 2026 |
| Mirova US LLC | History | Reduced | 1,944,162 | 152,927 | 1.74% | 1.5% | 64 | -85,157 | -4.2% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,894,116 | 148,991 | 0.02% | 0.02% | 65 | +295,903 | 18.51% | Q1 2026 | May 05, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | Reduced | 1,832,183 | 144,119 | 2.37% | 2.1% | 66 | -21,612 | -1.17% | Q1 2026 | May 14, 2026 |
| Cardinal Capital Management, Inc. | History | Added to | 1,669,924 | 130,999 | 3.53% | 3.52% | 67 | +120,368 | 7.77% | Q1 2026 | Apr 07, 2026 |
| Amundi | History | Added to | 1,625,933 | 127,895 | 0.03% | 0.03% | 68 | +93,688 | 6.11% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,552,489 | 122,118 | 0.04% | 0.04% | 69 | -28,713 | -1.82% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,526,955 | 120,110 | 0.02% | 0.02% | 70 | +13,825 | 0.91% | Q1 2026 | May 11, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 1,042,440 | 114,115 | 0.75% | 0.59% | 71 | +69,654 | 7.16% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,444,881 | 113,702 | 0.1% | — | 72 | +1,444,881 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,430,095 | 112,506 | 0.06% | 0.06% | 73 | -75,625 | -5.02% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Reduced | 1,407,840 | 110,713 | 0.47% | 0.5% | 74 | -321,499 | -18.59% | Q1 2026 | May 12, 2026 |
| Quilter Plc | History | Added to | 991,422 | 108,530 | 1.91% | 1.13% | 75 | +75,666 | 8.26% | Q1 2026 | May 13, 2026 |
| Consulta Ltd | History | Reduced | 1,350,000 | 106,191 | 5.29% | 8.22% | 76 | -925,000 | -40.66% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,330,716 | 104,674 | 0.16% | 0.12% | 77 | +307,596 | 30.06% | Q1 2026 | May 14, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 1,331,643 | 104,605 | 3.01% | 2.81% | 78 | -39,984 | -2.92% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,293,528 | 101,749 | 0.09% | 0.07% | 79 | +275,170 | 27.02% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,233,176 | 97,001 | 0.01% | 0.0% | 80 | +740,976 | 150.54% | Q1 2026 | May 15, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 1,222,910 | 95,927 | 2.54% | 2.69% | 81 | -7,730 | -0.63% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,209,281 | 94,914 | 0.03% | 0.01% | 82 | +530,100 | 78.05% | Q1 2026 | Apr 30, 2026 |
| Alberta Investment Management Corp | History | Added to | 1,165,755 | 91,754 | 0.55% | 0.49% | 83 | +40,755 | 3.62% | Q1 2026 | Apr 28, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 1,137,762 | 89,551 | 0.53% | 0.64% | 84 | -511,956 | -31.03% | Q1 2026 | May 13, 2026 |
| AVIVA PLC | History | Reduced | 1,137,998 | 89,309 | 0.15% | 0.15% | 85 | -81,889 | -6.71% | Q1 2026 | May 14, 2026 |
| BCV Asset Management Inc. | History | Added to | 1,122,468 | 88,026 | 3.03% | 3.22% | 86 | +3,482 | 0.31% | Q1 2026 | May 08, 2026 |
| Aviso Financial Inc. | History | Reduced | 1,106,483 | 86,985 | 3.09% | 3.71% | 87 | -218,005 | -16.46% | Q1 2026 | May 13, 2026 |
| REAVES W H & CO INC | History | Added to | 1,078,191 | 84,810 | 1.41% | 0.01% | 88 | +1,070,000 | 13063.12% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,054,783 | 82,938 | 0.02% | 0.02% | 89 | +127,462 | 13.75% | Q1 2026 | May 04, 2026 |
| Maren Capital LLC | History | Reduced | 1,047,986 | 82,434 | 4.31% | 5.05% | 90 | -227,187 | -17.82% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 987,588 | 77,571 | 0.26% | 0.22% | 91 | +52,195 | 5.58% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 983,079 | 77,273 | 0.08% | 0.06% | 92 | +206,874 | 26.65% | Q1 2026 | May 08, 2026 |
| Ninety One UK Ltd | History | Reduced | 983,667 | 77,160 | 0.18% | 0.16% | 93 | -18,115 | -1.81% | Q1 2026 | Apr 24, 2026 |
| Holocene Advisors, LP | History | New | 976,278 | 76,794 | 0.19% | — | 94 | +976,278 | New | Q1 2026 | May 15, 2026 |
| Addenda Capital Inc. | History | Reduced | 699,650 | 76,751 | 2.16% | 2.14% | 95 | -19,170 | -2.67% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 976,131 | 75,656 | 0.03% | 0.02% | 96 | +540,880 | 124.27% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 876,964 | 68,981 | 0.02% | 0.02% | 97 | -46,756 | -5.06% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 873,496 | 68,738 | 0.2% | — | 98 | +873,496 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 835,679 | 65,734 | 0.01% | 0.01% | 99 | -26,437 | -3.07% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 777,632 | 61,166 | 0.07% | 0.06% | 100 | +40,614 | 5.51% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 736,647 | 57,940 | 0.06% | 0.05% | 101 | +106,023 | 16.81% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 735,691 | 57,869 | 0.28% | 0.24% | 102 | -9,179 | -1.23% | Q1 2026 | May 13, 2026 |
| Value Partners Investments Inc. | History | Added to | 722,870 | 56,770 | 4.33% | 2.92% | 103 | +205,654 | 39.76% | Q1 2026 | Apr 21, 2026 |
| QV Investors Inc. | History | Reduced | 712,976 | 55,927 | 4.53% | 4.39% | 104 | -15,015 | -2.06% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Reduced | 694,104 | 54,598 | 0.0% | 0.0% | 105 | -22,420 | -3.13% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 674,155 | 53,029 | 0.07% | 0.06% | 106 | +57,199 | 9.27% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 673,248 | 52,957 | 0.01% | 0.01% | 107 | -344,743 | -33.87% | Q1 2026 | May 15, 2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | Reduced | 651,250 | 51,227 | 1.3% | 1.58% | 108 | -237,076 | -26.69% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 652,816 | 51,208 | 0.05% | 0.05% | 109 | -44,131 | -6.33% | Q1 2026 | May 11, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 630,051 | 49,553 | 0.54% | 0.45% | 110 | +40,659 | 6.9% | Q1 2026 | May 15, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 436,555 | 47,789 | 0.3% | 0.21% | 111 | +134,564 | 44.56% | Q1 2026 | May 12, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 424,550 | 46,475 | 0.48% | 0.31% | 112 | +54,038 | 14.58% | Q1 2026 | Apr 28, 2026 |
| Port Capital LLC | History | Added to | 563,874 | 44,236 | 1.97% | 1.69% | 113 | +33,395 | 6.3% | Q1 2026 | May 15, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 527,024 | 41,422 | 1.59% | 1.5% | 114 | -1,942 | -0.37% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 562,264 | 41,399 | 0.01% | 0.01% | 115 | -23,080 | -3.94% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 523,127 | 41,174 | 0.13% | 0.03% | 116 | +385,871 | 281.13% | Q1 2026 | May 13, 2026 |
| Korea Investment CORP | History | Reduced | 511,068 | 40,089 | 0.08% | 0.08% | 117 | -69,746 | -12.01% | Q1 2026 | May 12, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 491,984 | 38,699 | 0.08% | 0.08% | 118 | +3,153 | 0.65% | Q1 2026 | May 01, 2026 |
| Partners Group Holding AG | History | Reduced | 253,054 | 38,588 | 2.86% | 1.31% | 119 | -10,544 | -4.0% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 474,354 | 37,381 | 0.86% | 0.83% | 120 | -25,547 | -5.11% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 450,272 | 35,315 | 0.03% | 0.02% | 121 | +1,862 | 0.42% | Q1 2026 | May 14, 2026 |
| WGI DM, LLC | History | Added to | 444,080 | 34,931 | 3.49% | 2.41% | 122 | +6,256 | 1.43% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 441,096 | 34,766 | 0.0% | 0.0% | 123 | -90,759 | -17.06% | Q1 2026 | May 15, 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | History | Reduced | 424,696 | 33,427 | 2.4% | 2.23% | 124 | -16,608 | -3.76% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 420,954 | 32,931 | 0.02% | 0.0% | 125 | +371,295 | 747.69% | Q1 2026 | May 15, 2026 |
| MILFORD FUNDS LTD | History | New | 299,834 | 32,822 | 0.69% | — | 126 | +299,834 | New | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Reduced | 413,809 | 32,550 | 0.05% | 0.05% | 127 | -13,416 | -3.14% | Q1 2026 | Apr 29, 2026 |
| APG Asset Management N.V. | History | Reduced | 465,215 | 31,672 | 0.1% | 0.08% | 128 | -10,053 | -2.12% | Q1 2026 | May 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 398,325 | 31,245 | 1.7% | 0.59% | 129 | +284,461 | 249.83% | Q1 2026 | Apr 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 381,784 | 29,948 | 0.07% | 0.06% | 130 | +18,573 | 5.11% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Added to | 374,542 | 29,545 | 1.21% | 0.69% | 131 | +168,083 | 81.41% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 367,019 | 28,887 | 0.05% | 0.12% | 132 | -632,459 | -63.28% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 364,569 | 28,676 | 0.0% | 0.0% | 133 | -79,223 | -17.85% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 362,242 | 28,495 | 0.02% | 0.02% | 134 | +27,420 | 8.19% | Q1 2026 | May 15, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Added to | 362,751 | 28,455 | 0.19% | 0.16% | 135 | +1,600 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 359,057 | 28,165 | 0.03% | 0.03% | 136 | -35,634 | -9.03% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 349,308 | 27,476 | 0.27% | 0.23% | 137 | +6,512 | 1.9% | Q1 2026 | Apr 27, 2026 |
| SIG North Trading, ULC | History | Reduced | 344,955 | 27,134 | 0.54% | 0.48% | 138 | -9,307 | -2.63% | Q1 2026 | May 15, 2026 |
| Minneapolis Portfolio Management Group, LLC | History | Added to | 341,137 | 26,833 | 2.85% | 2.77% | 139 | +10,948 | 3.32% | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 338,926 | 26,660 | 0.04% | 0.05% | 140 | -93,039 | -21.54% | Q1 2026 | May 14, 2026 |
| YCG, LLC | History | Reduced | 337,905 | 26,579 | 2.41% | 2.16% | 141 | -51,785 | -13.29% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 326,785 | 25,650 | 0.04% | 0.04% | 142 | -37,092 | -10.19% | Q1 2026 | May 15, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | Added to | 325,000 | 25,564 | 0.86% | 0.79% | 143 | +40,000 | 14.04% | Q1 2026 | May 08, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 322,243 | 25,347 | 1.31% | 1.01% | 144 | -1,376 | -0.43% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 299,244 | 23,538 | 2.02% | 1.97% | 145 | -7,812 | -2.54% | Q1 2026 | May 13, 2026 |
| Fisher Funds Management LTD | History | Reduced | 285,288 | 22,440 | 0.66% | 0.69% | 146 | -77,613 | -21.39% | Q1 2026 | Apr 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 282,942 | 22,194 | 0.05% | 0.05% | 147 | -35,300 | -11.09% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 258,238 | 21,224 | 1.21% | 0.96% | 148 | +30,605 | 13.44% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 269,108 | 21,150 | 0.07% | 0.06% | 149 | -102 | -0.04% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 242,658 | 20,172 | 0.26% | 0.24% | 150 | -7,215 | -2.89% | Q1 2026 | May 06, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 250,000 | 19,610 | 0.13% | 0.21% | 151 | -150,000 | -37.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 247,732 | 19,486 | 0.01% | 0.0% | 152 | +11,252 | 4.76% | Q1 2026 | May 06, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 246,105 | 19,358 | 1.42% | 1.51% | 153 | -72,606 | -22.78% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 237,936 | 18,757 | 0.03% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Georgetown University | History | Added to | 232,647 | 18,298 | 8.28% | 6.8% | 155 | +532 | 0.23% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 224,459 | 17,655 | 0.23% | 0.22% | 156 | -11,216 | -4.76% | Q1 2026 | Apr 21, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 218,538 | 17,178 | 0.6% | 0.72% | 157 | -78,415 | -26.41% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 216,307 | 17,020 | 0.02% | 0.02% | 158 | +61,060 | 39.33% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 216,104 | 16,998 | 0.07% | 0.06% | 159 | +1,188 | 0.55% | Q1 2026 | May 11, 2026 |
| Ninety One North America, Inc. | History | Reduced | 214,384 | 16,816 | 0.75% | 0.66% | 160 | -5,750 | -2.61% | Q1 2026 | Apr 24, 2026 |
| Varma Mutual Pension Insurance Co | History | Added to | 208,909 | 16,387 | 0.1% | 0.06% | 161 | +65,000 | 45.17% | Q1 2026 | May 05, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 208,340 | 16,342 | 0.09% | 0.08% | 162 | +2,255 | 1.09% | Q1 2026 | Apr 23, 2026 |
| Walleye Capital LLC | History | Added to | 206,384 | 16,234 | 0.07% | 0.02% | 163 | +112,301 | 119.36% | Q1 2026 | May 13, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 148,284 | 16,232 | 0.14% | 0.13% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 205,918 | 16,197 | 0.01% | — | 165 | +205,918 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 198,826 | 15,639 | 0.01% | 0.01% | 166 | -211 | -0.11% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 195,850 | 15,405 | 0.01% | 0.01% | 167 | +11,852 | 6.44% | Q1 2026 | May 12, 2026 |
| Freshford Capital Management, LLC | History | Added to | 189,738 | 14,924 | 7.45% | 3.28% | 168 | +78,816 | 71.06% | Q1 2026 | May 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | New | 188,472 | 14,825 | 0.64% | — | 169 | +188,472 | New | Q1 2026 | May 08, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 187,807 | 14,772 | 0.56% | 0.67% | 170 | -82,792 | -30.6% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 187,550 | 14,711 | 0.01% | 0.01% | 171 | -174,117 | -48.14% | Q1 2026 | May 11, 2026 |
| Capital Wealth Planning, LLC | History | New | 186,192 | 14,645 | 0.08% | — | 172 | +186,192 | New | Q1 2026 | May 15, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 186,425 | 14,628 | 8.55% | 8.86% | 173 | -1,603 | -0.85% | Q1 2026 | Apr 30, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 185,962 | 14,627 | 0.21% | 0.13% | 174 | +62,581 | 50.72% | Q1 2026 | May 22, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 185,000 | 14,552 | 0.05% | 0.03% | 175 | +47,865 | 34.9% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Added to | 184,391 | 14,504 | 0.18% | 0.16% | 176 | +4,833 | 2.69% | Q1 2026 | May 01, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 184,072 | 14,479 | 0.51% | 0.48% | 177 | +6,821 | 3.85% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 178,270 | 14,022 | 0.16% | 0.14% | 178 | +28,243 | 18.83% | Q1 2026 | Apr 23, 2026 |
| Skye Global Management LP | History | Reduced | 176,500 | 13,883 | 0.28% | 0.26% | 179 | -16,000 | -8.31% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 172,400 | 13,560 | 0.0% | 0.0% | 180 | +78,300 | 83.21% | Q1 2026 | May 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 170,935 | 13,498 | 0.42% | 0.38% | 181 | -62,252 | -26.7% | Q1 2026 | Apr 08, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 171,095 | 13,486 | 2.46% | 2.32% | 182 | +6,803 | 4.14% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 169,206 | 13,309 | 0.13% | 0.12% | 183 | +1,582 | 0.94% | Q1 2026 | May 08, 2026 |
| USS Investment Management Ltd | History | No change | 166,770 | 13,073 | 0.05% | 0.06% | 184 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 163,693 | 12,737 | 0.9% | 0.74% | 185 | -10,000 | -5.76% | Q1 2026 | May 14, 2026 |
| FORSTA AP-FONDEN | History | No change | 171,400 | 12,635 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dilation Capital Management LP | History | Added to | 160,102 | 12,593 | 6.32% | 5.21% | 187 | +6,255 | 4.07% | Q1 2026 | Apr 29, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 115,000 | 12,589 | 4.31% | — | 188 | +115,000 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 159,133 | 12,517 | 0.01% | 0.01% | 189 | -5,241 | -3.19% | Q1 2026 | May 12, 2026 |
| Banque Transatlantique SA | History | Added to | 156,749 | 12,321 | 0.3% | 0.25% | 190 | +13,919 | 9.75% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 151,244 | 11,896 | 0.14% | 0.16% | 191 | -6,330 | -4.02% | Q1 2026 | Apr 23, 2026 |
| LRZ CAPITAL LLC | History | Reduced | 148,005 | 11,642 | 5.83% | 7.61% | 192 | -80,955 | -35.36% | Q1 2026 | May 12, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 147,394 | 11,594 | 0.17% | 0.18% | 193 | -31,864 | -17.78% | Q1 2026 | Apr 15, 2026 |
| Busey Bank | History | Added to | 145,651 | 11,456 | 0.31% | 0.28% | 194 | +7 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 143,060 | 11,255 | 2.67% | 1.88% | 195 | +32,169 | 29.01% | Q1 2026 | May 07, 2026 |
| Woodbridge CO LTD | History | No change | 140,385 | 11,042 | 0.04% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 139,624 | 10,974 | 0.02% | 0.02% | 197 | +18,028 | 14.83% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 139,583 | 10,949 | 0.05% | — | 198 | +139,583 | New | Q1 2026 | May 07, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 138,140 | 10,868 | 0.3% | 0.32% | 199 | -16,806 | -10.85% | Q1 2026 | May 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 134,282 | 10,562 | 0.13% | 0.11% | 200 | +5,157 | 3.99% | Q1 2026 | May 05, 2026 |
| Coleford Investment Management Ltd. | History | Added to | 134,556 | 10,555 | 2.59% | 2.37% | 201 | +2,405 | 1.82% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 139,144 | 10,501 | 0.0% | 0.0% | 202 | -46,710 | -25.13% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Added to | 132,356 | 10,411 | 0.2% | 0.17% | 203 | +8,252 | 6.65% | Q1 2026 | May 15, 2026 |
| Investment Management Corp of Ontario | History | Added to | 127,812 | 10,053 | 0.13% | 0.11% | 204 | +17,400 | 15.76% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 127,479 | 10,027 | 0.4% | 0.35% | 205 | +51 | 0.04% | Q1 2026 | May 04, 2026 |
| Sone Capital Management, LLC | History | Reduced | 127,031 | 9,994 | 0.84% | 1.56% | 206 | -134,283 | -51.39% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 126,233 | 9,922 | 0.0% | 0.07% | 207 | -2,114,393 | -94.37% | Q1 2026 | May 15, 2026 |
| Andra AP-fonden | History | New | 87,620 | 9,591 | 0.11% | — | 208 | +87,620 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 121,550 | 9,558 | 0.01% | 0.01% | 209 | -4,803 | -3.8% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 127,180 | 9,364 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | Reduced | 125,878 | 9,330 | 0.03% | 0.04% | 211 | -4,077 | -3.14% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 118,246 | 9,299 | 0.15% | 0.14% | 212 | -1,608 | -1.34% | Q1 2026 | Apr 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 117,457 | 9,213 | 0.08% | 0.08% | 213 | -6,386 | -5.16% | Q1 2026 | Apr 29, 2026 |
| Heathbridge Capital Management Ltd. | History | Reduced | 116,825 | 9,174 | 3.33% | 3.31% | 214 | -850 | -0.72% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 116,112 | 9,134 | 0.01% | 0.01% | 215 | -64,253 | -35.62% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 116,042 | 9,127 | 0.17% | — | 216 | +116,042 | New | Q1 2026 | Apr 27, 2026 |
| Walleye Trading LLC | History | Added to | 115,600 | 9,093 | 0.02% | 0.01% | 217 | +46,300 | 66.81% | Q1 2026 | May 08, 2026 |
| Murchinson Ltd. | History | New | 115,400 | 9,077 | 1.15% | — | 218 | +115,400 | New | Q1 2026 | May 15, 2026 |
| Walter Public Investments Inc. | History | Reduced | 113,672 | 8,945 | 2.14% | 1.87% | 219 | -29,659 | -20.69% | Q1 2026 | Apr 28, 2026 |
| Narwhal Capital Management | History | Reduced | 112,975 | 8,886 | 0.66% | 0.62% | 220 | -3,308 | -2.84% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Reduced | 110,739 | 8,710 | 0.12% | 0.11% | 221 | -1,370 | -1.22% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 110,030 | 8,630 | 0.0% | 0.0% | 222 | +3,481 | 3.27% | Q1 2026 | May 15, 2026 |
| Cohen Klingenstein LLC | History | No change | 107,867 | 8,484 | 0.27% | 0.24% | 223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sienna Gestion | History | No change | 107,700 | 8,422 | 0.55% | 0.4% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 101,850 | 8,011 | 0.02% | 0.02% | 225 | +6,495 | 6.81% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 101,629 | 7,999 | 0.16% | 0.15% | 226 | +4,923 | 5.09% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 100,115 | 7,875 | 0.16% | 0.14% | 227 | -48 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Covea Finance | History | No change | 99,934 | 7,850 | 0.27% | 0.24% | 228 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Choate Investment Advisors | History | Added to | 98,845 | 7,775 | 0.15% | 0.14% | 229 | +456 | 0.46% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | Reduced | 98,781 | 7,748 | 0.08% | 0.07% | 230 | -6,016 | -5.74% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 98,454 | 7,722 | 0.01% | 0.02% | 231 | -207,099 | -67.78% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 97,911 | 7,701 | 0.19% | 0.19% | 232 | -4,925 | -4.79% | Q1 2026 | Apr 29, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Reduced | 96,353 | 7,578 | 2.45% | 2.21% | 233 | -485 | -0.5% | Q1 2026 | May 14, 2026 |
| Estabrook Capital Management | History | No change | 95,800 | 7,535 | 1.1% | 1.04% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 95,626 | 7,521 | 0.02% | — | 235 | +95,626 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Reduced | 95,400 | 7,504 | 0.25% | 0.12% | 236 | -800 | -0.83% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 94,557 | 7,437 | 0.08% | 0.08% | 237 | -23,865 | -20.15% | Q1 2026 | Apr 13, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 92,200 | 7,252 | 0.55% | 0.48% | 238 | +1,725 | 1.91% | Q1 2026 | Apr 28, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 90,800 | 7,142 | 0.77% | 0.67% | 239 | -2,600 | -2.78% | Q1 2026 | May 14, 2026 |
| Artemis Investment Management LLP | History | Added to | 90,253 | 7,099 | 0.08% | 0.05% | 240 | +36,208 | 67.0% | Q1 2026 | Apr 13, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Reduced | 89,663 | 7,052 | 2.06% | 2.06% | 241 | -4,553 | -4.83% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 88,909 | 6,993 | 0.03% | 0.03% | 242 | +379 | 0.43% | Q1 2026 | May 14, 2026 |
| Gold Investment Management Ltd. | History | Added to | 88,886 | 6,987 | 2.16% | 2.04% | 243 | +1,916 | 2.2% | Q1 2026 | Apr 22, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Added to | 87,754 | 6,903 | 0.38% | 0.18% | 244 | +37,170 | 73.48% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 85,510 | 6,726 | 0.08% | 0.07% | 245 | -6,854 | -7.42% | Q1 2026 | May 05, 2026 |
| Erste Asset Management GmbH | History | No change | 84,974 | 6,578 | 0.06% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 83,559 | 6,572 | 0.24% | 0.32% | 247 | -34,550 | -29.25% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 82,361 | 6,478 | 0.07% | 0.06% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 80,473 | 6,330 | 0.0% | 0.0% | 249 | +63,103 | 363.29% | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 79,330 | 6,240 | 0.02% | 0.01% | 250 | +27 | 0.03% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 79,303 | 6,238 | 0.02% | 0.01% | 251 | -7,502 | -8.64% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | New | 78,954 | 6,210 | 0.01% | — | 252 | +78,954 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 78,440 | 6,171 | 0.03% | 0.02% | 253 | +16,595 | 26.83% | Q1 2026 | May 14, 2026 |
| LGT Fund Management Co Ltd. | History | Added to | 78,285 | 6,161 | 0.27% | 0.45% | 254 | +1,897 | 2.48% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 78,070 | 6,137 | 0.01% | 0.01% | 255 | -447 | -0.57% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 77,125 | 6,066 | 0.08% | 0.07% | 256 | -298 | -0.38% | Q1 2026 | May 08, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 76,960 | 6,053 | 1.23% | 1.15% | 257 | -5,044 | -6.15% | Q1 2026 | Apr 16, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 76,197 | 5,993 | 0.13% | 0.12% | 258 | -1,400 | -1.8% | Q1 2026 | Apr 30, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 74,972 | 5,897 | 0.92% | 0.91% | 259 | -2,319 | -3.0% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 72,384 | 5,694 | 0.0% | 0.0% | 260 | -1,529 | -2.07% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 72,359 | 5,682 | 0.01% | 0.01% | 261 | +1,081 | 1.52% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 71,534 | 5,545 | 0.17% | 0.17% | 262 | -7,791 | -9.82% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 70,406 | 5,538 | 0.02% | 0.01% | 263 | +3,878 | 5.83% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,196 | 5,443 | 0.05% | 0.04% | 264 | -11,260 | -14.0% | Q1 2026 | May 13, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 69,099 | 5,436 | 0.12% | 0.11% | 265 | +23,486 | 51.49% | Q1 2026 | May 11, 2026 |
| Hemenway Trust Co LLC | History | Added to | 68,992 | 5,426 | 0.44% | 0.35% | 266 | +5,977 | 9.49% | Q1 2026 | May 07, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | Added to | 68,953 | 5,423 | 2.36% | 1.32% | 267 | +487 | 0.71% | Q1 2026 | May 15, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 68,596 | 5,396 | 0.15% | 0.09% | 268 | +24,537 | 55.69% | Q1 2026 | May 08, 2026 |
| AYAL Capital Advisors Ltd | History | New | 67,500 | 5,309 | 1.44% | — | 269 | +67,500 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management LLC | History | Added to | 67,513 | 5,296 | 1.31% | 1.2% | 270 | +2,364 | 3.63% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,240 | 5,289 | 0.0% | 0.0% | 271 | +2,114 | 3.25% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 67,199 | 5,285 | 0.01% | 0.0% | 272 | +46,675 | 227.42% | Q1 2026 | May 14, 2026 |
| Saranac Partners Ltd | History | Reduced | 67,185 | 5,285 | 2.26% | 2.33% | 273 | -13,313 | -16.54% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 65,933 | 5,188 | 0.0% | 0.0% | 274 | +51,589 | 359.66% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 65,805 | 5,176 | 0.03% | 0.02% | 275 | +29,629 | 81.9% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 64,462 | 5,070 | 0.03% | 0.06% | 276 | -80,643 | -55.58% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 64,025 | 5,036 | 0.01% | 0.01% | 277 | -44,388 | -40.94% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 63,155 | 4,967 | 0.06% | 0.06% | 278 | +3,101 | 5.16% | Q1 2026 | May 15, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 62,506 | 4,918 | 0.08% | 0.06% | 279 | +12,638 | 25.34% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 62,175 | 4,890 | 0.02% | 0.02% | 280 | -4,534 | -6.8% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 60,908 | 4,790 | 0.01% | 0.01% | 281 | +12,333 | 25.39% | Q1 2026 | May 15, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 59,607 | 4,681 | 0.77% | 0.9% | 282 | -32,453 | -35.25% | Q1 2026 | Apr 28, 2026 |
| MARKEL GROUP INC. | History | Added to | 59,500 | 4,680 | 0.04% | 0.03% | 283 | +9,000 | 17.82% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 59,348 | 4,668 | 0.06% | 0.05% | 284 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 58,242 | 4,581 | 0.14% | 0.11% | 285 | +138 | 0.24% | Q1 2026 | Apr 13, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 56,981 | 4,506 | 0.54% | 0.56% | 286 | -375 | -0.65% | Q1 2026 | May 12, 2026 |
| Cumberland Partners Ltd | History | Reduced | 56,572 | 4,443 | 0.34% | 1.08% | 287 | -181,746 | -76.26% | Q1 2026 | May 14, 2026 |
| Summerhill Capital Management lnc. | History | Added to | 55,281 | 4,341 | 3.79% | 3.44% | 288 | +4,674 | 9.24% | Q1 2026 | Apr 22, 2026 |
| PCJ Investment Counsel Ltd. | History | Added to | 53,730 | 4,228 | 1.2% | 0.94% | 289 | +2,020 | 3.91% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 53,262 | 4,189 | 0.01% | 0.01% | 290 | +861 | 1.64% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 52,198 | 4,105 | 0.01% | 0.01% | 291 | +6,671 | 14.65% | Q1 2026 | May 01, 2026 |
| Old West Investment Management, LLC | History | New | 52,030 | 4,092 | 0.44% | — | 292 | +52,030 | New | Q1 2026 | May 12, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,337 | 3,959 | 2.37% | 2.13% | 293 | -681 | -1.33% | Q1 2026 | May 01, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 50,300 | 3,956 | 0.23% | 0.13% | 294 | +20,019 | 66.11% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 35,100 | 3,842 | 0.0% | 0.0% | 295 | -9,000 | -20.41% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 48,957 | 3,840 | 0.01% | 0.0% | 296 | +45,497 | 1314.94% | Q1 2026 | May 01, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 48,400 | 3,807 | 0.03% | 0.05% | 297 | -57,600 | -54.34% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | Added to | 48,390 | 3,796 | 1.13% | 1.07% | 298 | +83 | 0.17% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 218,901 | 3,787 | 0.01% | 0.01% | 299 | +139,799 | 176.73% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 47,627 | 3,746 | 0.45% | 0.41% | 300 | -80 | -0.17% | Q1 2026 | Apr 10, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 46,424 | 3,651 | 0.13% | 0.16% | 301 | -15,202 | -24.67% | Q1 2026 | Apr 27, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 46,074 | 3,624 | 0.17% | 0.16% | 302 | -1,580 | -3.32% | Q1 2026 | Apr 30, 2026 |
| Coronation Fund Managers Ltd. | History | Reduced | 45,078 | 3,545 | 0.16% | 0.15% | 303 | -979 | -2.13% | Q1 2026 | May 13, 2026 |
| SMA Capital LLC | History | New | 45,000 | 3,539 | 1.53% | — | 305 | +45,000 | New | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Added to | 44,997 | 3,539 | 0.16% | 0.07% | 304 | +27,742 | 160.78% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 44,678 | 3,515 | 0.47% | 0.42% | 306 | -897 | -1.97% | Q1 2026 | May 14, 2026 |
| GAM Holding AG | History | No change | 46,663 | 3,439 | 0.22% | 0.22% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 43,159 | 3,394 | 0.01% | 0.01% | 308 | +3,410 | 8.58% | Q1 2026 | Apr 24, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Reduced | 42,780 | 3,364 | 0.5% | 0.6% | 309 | -14,559 | -25.39% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 42,444 | 3,345 | 0.01% | 0.02% | 310 | -22,985 | -35.13% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Reduced | 42,389 | 3,334 | 0.02% | 0.02% | 311 | -2,562 | -5.7% | Q1 2026 | May 11, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 41,500 | 3,264 | 0.21% | 0.19% | 312 | -548 | -1.3% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 41,364 | 3,253 | 0.03% | 0.03% | 313 | +1,952 | 4.95% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 41,200 | 3,231 | 0.0% | 0.0% | 315 | -24,000 | -36.81% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,085 | 3,231 | 0.0% | 0.0% | 314 | +823 | 2.04% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,614 | 3,191 | 0.01% | 0.01% | 316 | +3,913 | 10.66% | Q1 2026 | May 14, 2026 |
| Canal Insurance CO | History | No change | 40,300 | 3,170 | 0.68% | 0.72% | 317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Concorde Financial Corp | History | Added to | 40,051 | 3,156 | 2.48% | 2.33% | 318 | +792 | 2.02% | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 39,665 | 3,126 | 0.73% | 0.68% | 319 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 39,481 | 3,105 | 0.41% | 0.19% | 320 | +19,735 | 99.94% | Q1 2026 | May 04, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 39,313 | 3,092 | 0.6% | 0.54% | 321 | +3,796 | 10.69% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 38,840 | 3,055 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,105 | 2,997 | 0.01% | 0.01% | 323 | +5,077 | 15.37% | Q1 2026 | Apr 30, 2026 |
| Cherokee Insurance Co | History | No change | 38,068 | 2,994 | 1.14% | 1.14% | 324 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Generali Asset Management SPA SGR | History | Reduced | 27,278 | 2,971 | 0.06% | 0.06% | 325 | -606 | -2.17% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 37,018 | 2,969 | 0.0% | — | 326 | +37,018 | New | Q1 2026 | May 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 37,310 | 2,934 | 0.7% | 0.66% | 327 | -50 | -0.13% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,162 | 2,923 | 0.07% | 0.06% | 328 | +19,715 | 113.0% | Q1 2026 | Apr 27, 2026 |
| BANQUE PICTET & CIE SA | History | New | 37,067 | 2,907 | 0.02% | — | 329 | +37,067 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 39,086 | 2,878 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 36,395 | 2,854 | 0.03% | 0.01% | 331 | +16,384 | 81.87% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | Added to | 35,825 | 2,817 | 0.06% | 0.03% | 332 | +17,333 | 93.73% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 35,706 | 2,814 | 0.05% | 0.05% | 333 | +191 | 0.54% | Q1 2026 | May 15, 2026 |
| Act Two Investors LLC | History | No change | 35,181 | 2,767 | 0.61% | 0.47% | 334 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 34,150 | 2,678 | 0.0% | 0.01% | 335 | -7,000 | -17.01% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 33,694 | 2,650 | 0.0% | 0.0% | 336 | -2,356 | -6.54% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | New | 33,436 | 2,630 | 0.06% | — | 337 | +33,436 | New | Q1 2026 | May 14, 2026 |
| First Washington CORP | History | Reduced | 33,067 | 2,601 | 0.74% | 0.63% | 338 | -19 | -0.06% | Q1 2026 | May 14, 2026 |
| Redmond Asset Management, LLC | History | Added to | 31,083 | 2,444 | 0.67% | 0.58% | 339 | +154 | 0.5% | Q1 2026 | May 06, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 30,897 | 2,439 | 1.31% | 1.23% | 340 | +3,298 | 11.95% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,967 | 2,431 | 0.01% | 0.01% | 341 | +749 | 2.48% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 30,823 | 2,424 | 0.04% | 0.05% | 342 | -3,828 | -11.05% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,710 | 2,415 | 0.01% | 0.01% | 343 | -2,469 | -7.44% | Q1 2026 | May 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 30,675 | 2,412 | 0.02% | 0.02% | 344 | -927 | -2.93% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 30,088 | 2,366 | 0.01% | 0.01% | 345 | +4,310 | 16.72% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 30,000 | 2,359 | 0.01% | — | 347 | +30,000 | New | Q1 2026 | May 13, 2026 |
| Lindsell Train Ltd | History | No change | 30,000 | 2,359 | 0.08% | 0.06% | 346 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 29,513 | 2,321 | 0.0% | 0.0% | 348 | -5,295 | -15.21% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Added to | 29,130 | 2,291 | 0.0% | 0.0% | 349 | +4,894 | 20.19% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 29,007 | 2,281 | 0.05% | 0.06% | 350 | -8,049 | -21.72% | Q1 2026 | May 13, 2026 |
| Windmill Hill Asset Management Ltd | History | Reduced | 28,609 | 2,250 | 0.7% | 0.62% | 351 | -7,596 | -20.98% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 28,102 | 2,214 | 0.03% | 0.03% | 352 | +178 | 0.64% | Q1 2026 | May 12, 2026 |
| Diligent Investors, LLC | History | Reduced | 27,845 | 2,190 | 0.54% | 0.51% | 353 | -175 | -0.62% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 29,356 | 2,161 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 27,215 | 2,140 | 0.09% | 0.09% | 355 | -886 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Claret Asset Management Corp | History | Added to | 27,021 | 2,126 | 0.25% | 0.22% | 356 | +911 | 3.49% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 26,428 | 2,078 | 0.03% | 0.02% | 357 | +1,849 | 7.52% | Q1 2026 | May 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 26,371 | 2,074 | 0.03% | 0.03% | 358 | -2,356 | -8.2% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 26,307 | 2,073 | 0.05% | 0.04% | 359 | -113 | -0.43% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 26,294 | 2,068 | 0.0% | 0.0% | 360 | +11,494 | 77.66% | Q1 2026 | May 15, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 37,257 | 2,056 | 0.62% | 1.26% | 361 | -21,919 | -37.04% | Q1 2026 | Apr 10, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 25,993 | 2,044 | 0.06% | 0.06% | 362 | -2,828 | -9.81% | Q1 2026 | May 15, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 25,942 | 2,040 | 0.27% | 0.26% | 363 | -1,922 | -6.9% | Q1 2026 | Apr 09, 2026 |
| BOWEN HANES & CO INC | History | Reduced | 25,757 | 2,026 | 0.05% | 0.06% | 364 | -7,610 | -22.81% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,402 | 1,998 | 0.01% | 0.01% | 365 | +494 | 1.98% | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 25,403 | 1,998 | 0.21% | 0.2% | 366 | -63 | -0.25% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,172 | 1,900 | 0.0% | 0.0% | 367 | +2,915 | 13.71% | Q1 2026 | Apr 30, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 24,213 | 1,899 | 0.0% | 0.0% | 368 | +433 | 1.82% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 23,781 | 1,870 | 0.08% | 0.08% | 369 | -4,326 | -15.39% | Q1 2026 | Apr 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 23,345 | 1,836 | 0.34% | 0.31% | 370 | +920 | 4.1% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 23,380 | 1,832 | 0.0% | — | 371 | +23,380 | New | Q1 2026 | May 13, 2026 |
| Havemeyer Place LP | History | Added to | 22,019 | 1,732 | 0.2% | 0.23% | 372 | +5,887 | 36.49% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 23,434 | 1,725 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 21,873 | 1,720 | 0.05% | 0.04% | 374 | +3,153 | 16.84% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 21,687 | 1,706 | 0.02% | 0.02% | 375 | -3,258 | -13.06% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 21,625 | 1,701 | 0.03% | 0.03% | 376 | +1,037 | 5.04% | Q1 2026 | May 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 21,350 | 1,679 | 0.13% | 0.03% | 377 | +14,895 | 230.75% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Reduced | 21,331 | 1,672 | 0.04% | 0.04% | 378 | -2,217 | -9.41% | Q1 2026 | May 07, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 20,833 | 1,636 | 0.31% | 0.56% | 379 | -17,057 | -45.02% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 20,585 | 1,619 | 0.02% | 0.02% | 380 | -941 | -4.37% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 20,590 | 1,616 | 0.02% | 0.03% | 381 | -1,352 | -6.16% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,493 | 1,611 | 0.04% | 0.04% | 382 | +849 | 4.32% | Q1 2026 | May 14, 2026 |
| Guardian Partners Inc. | History | Added to | 20,442 | 1,608 | 0.13% | 0.13% | 383 | +401 | 2.0% | Q1 2026 | May 15, 2026 |
| BEACONLIGHT CAPITAL, LLC | History | New | 20,314 | 1,597 | 0.84% | — | 385 | +20,314 | New | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 20,313 | 1,597 | 0.07% | 0.07% | 384 | -422 | -2.04% | Q1 2026 | May 08, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | New | 20,299 | 1,596 | 0.73% | — | 387 | +20,299 | New | Q1 2026 | Apr 13, 2026 |
| Wahed Invest LLC | History | Added to | 20,352 | 1,596 | 0.21% | 0.17% | 386 | +2,438 | 13.61% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | New | 20,199 | 1,588 | 0.0% | — | 388 | +20,199 | New | Q1 2026 | May 15, 2026 |
| ASR Vermogensbeheer N.V. | History | No change | 20,118 | 1,578 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Anson Funds Management LP | History | Reduced | 20,000 | 1,573 | 0.14% | 2.08% | 390 | -280,000 | -93.33% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 19,754 | 1,553 | 0.02% | 0.02% | 391 | -824 | -4.0% | Q1 2026 | Apr 20, 2026 |
| Signature Wealth Management Group | History | New | 19,709 | 1,550 | 0.59% | — | 392 | +19,709 | New | Q1 2026 | Apr 01, 2026 |
| Purpose Unlimited Inc. | History | Added to | 19,587 | 1,537 | 0.06% | 0.06% | 393 | +542 | 2.85% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 19,420 | 1,527 | 0.02% | 0.02% | 394 | +113 | 0.59% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | New | 18,497 | 1,525 | 0.17% | — | 395 | +18,497 | New | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 19,361 | 1,522 | 0.01% | 0.03% | 396 | -69,137 | -78.12% | Q1 2026 | May 15, 2026 |
| Covenant Partners, LLC | History | No change | 20,591 | 1,516 | 0.44% | 0.44% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 19,212 | 1,511 | 0.05% | 0.04% | 398 | -120 | -0.62% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,029 | 1,496 | 0.0% | 0.0% | 399 | +1,250 | 7.03% | Q1 2026 | May 15, 2026 |
| Harbor Advisors LLC | History | No change | 18,746 | 1,474 | 0.21% | 0.21% | 400 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 18,585 | 1,461 | 0.06% | 0.04% | 401 | +2,984 | 19.13% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 17,961 | 1,412 | 0.09% | 0.08% | 402 | +446 | 2.55% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Added to | 17,732 | 1,394 | 0.01% | 0.01% | 403 | +8,095 | 84.0% | Q1 2026 | May 14, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 17,442 | 1,371 | 0.19% | 0.18% | 404 | +200 | 1.16% | Q1 2026 | May 08, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 20,230 | 1,364 | 0.02% | 0.02% | 405 | +352 | 1.77% | Q1 2026 | Apr 22, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 17,319 | 1,362 | 0.0% | 0.0% | 406 | -9,610 | -35.69% | Q1 2026 | May 06, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 17,289 | 1,359 | 0.02% | 0.02% | 407 | -311 | -1.77% | Q1 2026 | May 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 17,107 | 1,345 | 0.59% | 0.41% | 408 | +4,000 | 30.52% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,046 | 1,340 | 0.04% | 0.02% | 409 | +9,201 | 117.28% | Q1 2026 | May 14, 2026 |
| Sustainable Insight Capital Management, LLC | History | Added to | 16,985 | 1,336 | 0.45% | 0.33% | 410 | +3,481 | 25.78% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,959 | 1,333 | 0.01% | 0.0% | 411 | +4,237 | 33.3% | Q1 2026 | Apr 24, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,697 | 1,313 | 0.05% | 0.04% | 412 | +3,066 | 22.49% | Q1 2026 | May 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 16,523 | 1,299 | 0.08% | 0.07% | 413 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AustralianSuper Pty Ltd | History | No change | 16,506 | 1,299 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New England Research & Management, Inc. | History | Reduced | 16,380 | 1,288 | 0.54% | 0.57% | 415 | -1,300 | -7.35% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 16,190 | 1,273 | 0.01% | 0.0% | 416 | -967 | -5.64% | Q1 2026 | May 14, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 16,037 | 1,258 | 0.19% | 0.17% | 417 | -243 | -1.49% | Q1 2026 | May 11, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 17,369 | 1,247 | 0.39% | 0.39% | 418 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 15,690 | 1,236 | 0.68% | 0.83% | 419 | +543 | 3.58% | Q1 2026 | May 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 15,670 | 1,235 | 0.17% | 0.17% | 421 | +921 | 6.24% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,703 | 1,235 | 0.02% | 0.02% | 420 | +106 | 0.68% | Q1 2026 | Apr 07, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 15,510 | 1,220 | 0.27% | 0.12% | 423 | +9,065 | 140.65% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Reduced | 15,518 | 1,220 | 0.05% | 0.05% | 422 | -1,700 | -9.87% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Reduced | 15,454 | 1,215 | 0.01% | 0.01% | 424 | -389 | -2.46% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Added to | 15,384 | 1,210 | 0.0% | 0.0% | 425 | +1,300 | 9.23% | Q1 2026 | May 14, 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | History | No change | 15,353 | 1,207 | 0.56% | 0.48% | 426 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 15,343 | 1,206 | 0.01% | 0.01% | 427 | -419 | -2.66% | Q1 2026 | May 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 15,354 | 1,204 | 0.19% | — | 428 | +15,354 | New | Q1 2026 | Apr 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,250 | 1,199 | 0.01% | 0.01% | 430 | +672 | 4.61% | Q1 2026 | Apr 30, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 15,213 | 1,199 | 0.04% | 0.03% | 429 | -57 | -0.37% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 15,063 | 1,184 | 0.39% | 0.37% | 431 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,950 | 1,175 | 0.01% | 0.01% | 432 | +24 | 0.16% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 13,289 | 1,155 | 0.02% | 0.02% | 433 | +166 | 1.26% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 14,678 | 1,151 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fruth Investment Management | History | Reduced | 14,492 | 1,139 | 0.28% | 0.31% | 435 | -1,250 | -7.94% | Q1 2026 | Apr 21, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 14,442 | 1,136 | 0.28% | 0.26% | 436 | -6 | -0.04% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,335 | 1,127 | 0.01% | — | 437 | +14,335 | New | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Added to | 14,274 | 1,122 | 0.11% | 0.09% | 438 | +343 | 2.46% | Q1 2026 | Apr 29, 2026 |
| Chicago Capital, LLC | History | Added to | 13,882 | 1,091 | 0.03% | 0.01% | 439 | +5,798 | 71.72% | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 13,751 | 1,081 | 0.55% | 0.68% | 440 | +128 | 0.94% | Q1 2026 | Apr 30, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 13,723 | 1,079 | 0.32% | 0.31% | 441 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | No change | 13,633 | 1,072 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 13,582 | 1,068 | 0.0% | 0.0% | 443 | -243 | -1.76% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 13,387 | 1,053 | 0.0% | 0.0% | 444 | -68 | -0.51% | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 13,250 | 1,042 | 0.42% | 0.41% | 445 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 13,219 | 1,037 | 0.01% | 0.01% | 446 | +392 | 3.06% | Q1 2026 | Apr 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 13,059 | 1,026 | 0.0% | 0.0% | 447 | -45 | -0.34% | Q1 2026 | May 15, 2026 |
| Austin Asset Management Co Inc | History | No change | 12,843 | 1,010 | 0.17% | 0.16% | 448 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| V-Square Quantitative Management LLC | History | No change | 9,215 | 1,008 | 0.11% | 0.1% | 449 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MMCAP International Inc. SPC | History | No change | 12,800 | 1,006 | 0.09% | 0.09% | 450 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 12,736 | 1,001 | 0.01% | 0.01% | 451 | -22 | -0.17% | Q1 2026 | May 06, 2026 |
| Parrish Capital LLC | History | Added to | 12,590 | 990 | 0.88% | 0.79% | 453 | +693 | 5.82% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,595 | 990 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 12,527 | 985 | 0.39% | 0.36% | 454 | +594 | 4.98% | Q1 2026 | Apr 21, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 12,440 | 978 | 0.2% | 0.18% | 455 | +344 | 2.84% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 12,305 | 965 | 0.12% | 0.12% | 456 | -684 | -5.27% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 12,170 | 949 | 0.02% | 0.02% | 457 | +142 | 1.18% | Q1 2026 | May 14, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 12,031 | 946 | 0.27% | 0.26% | 458 | +182 | 1.54% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 11,963 | 941 | 0.01% | 0.01% | 459 | -2,392 | -16.66% | Q1 2026 | Apr 16, 2026 |
| Altshuler Shaham Ltd | History | Added to | 11,766 | 925 | 0.02% | 0.01% | 460 | +144 | 1.24% | Q1 2026 | May 18, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 11,747 | 924 | 0.02% | 0.02% | 461 | -286 | -2.38% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 12,514 | 921 | 0.14% | 0.17% | 462 | -2,747 | -18.0% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,716 | 921 | 0.01% | 0.01% | 463 | +266 | 2.32% | Q1 2026 | Apr 22, 2026 |
| Numerai GP LLC | History | Reduced | 11,657 | 916 | 0.09% | 0.39% | 464 | -31,840 | -73.2% | Q1 2026 | May 15, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 11,195 | 916 | 0.29% | 0.28% | 465 | +431 | 4.0% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,637 | 915 | 0.02% | 0.02% | 466 | -519 | -4.27% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,521 | 906 | 0.0% | 0.0% | 467 | +711 | 6.58% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,490 | 903 | 0.01% | 0.01% | 468 | +1,120 | 10.8% | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 11,424 | 900 | 0.14% | 0.16% | 469 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Corps Capital Advisors, LLC | History | Reduced | 11,396 | 896 | 0.78% | 0.87% | 470 | -30 | -0.26% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,287 | 887 | 0.0% | 0.0% | 471 | +494 | 4.58% | Q1 2026 | May 08, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 11,078 | 871 | 0.49% | 0.45% | 472 | +110 | 1.0% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,061 | 870 | 0.0% | 0.0% | 473 | -94,359 | -89.51% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 10,742 | 844 | 0.03% | 0.02% | 474 | +3,706 | 52.67% | Q1 2026 | May 14, 2026 |
| Alamea Verwaltungs GmbH | History | Reduced | 10,673 | 839 | 0.62% | 0.6% | 475 | -1,210 | -10.18% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,564 | 830 | 0.01% | 0.01% | 476 | -1,344 | -11.29% | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 10,572 | 830 | 0.05% | 0.05% | 477 | +750 | 7.64% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | Added to | 10,553 | 830 | 0.07% | 0.08% | 478 | +615 | 6.19% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | Reduced | 10,536 | 828 | 0.04% | 0.04% | 479 | -790 | -6.98% | Q1 2026 | May 13, 2026 |
| Tuttle Capital Management, LLC | History | No change | 10,487 | 824 | 1.35% | 1.71% | 480 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Notis-McConarty Edward | History | Added to | 10,415 | 819 | 0.41% | 0.24% | 481 | +3,450 | 49.53% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,336 | 813 | 0.0% | 0.0% | 482 | +2,187 | 26.84% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,227 | 804 | 0.02% | 0.01% | 483 | -804 | -7.29% | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 10,192 | 801 | 0.14% | 0.13% | 484 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 10,113 | 795 | 0.12% | 0.14% | 485 | -19 | -0.19% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 10,086 | 793 | 0.09% | 0.14% | 487 | -5,120 | -33.67% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,088 | 793 | 0.0% | 0.0% | 486 | -391 | -3.73% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 10,019 | 788 | 0.03% | 0.03% | 488 | -74 | -0.73% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,909 | 779 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,896 | 778 | 0.01% | 0.01% | 490 | -2,163 | -17.94% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 9,874 | 776 | 0.01% | 0.01% | 491 | +1,824 | 22.66% | Q1 2026 | Apr 27, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 9,838 | 773 | 0.03% | 0.03% | 492 | +544 | 5.85% | Q1 2026 | Apr 21, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,800 | 770 | 0.01% | 0.01% | 493 | -1,187 | -10.8% | Q1 2026 | Apr 08, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 9,767 | 768 | 0.1% | 0.08% | 494 | +1,300 | 15.35% | Q1 2026 | Apr 27, 2026 |
| VeraBank, N.A. | History | Reduced | 9,500 | 747 | 0.14% | 0.13% | 495 | -250 | -2.56% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 9,498 | 746 | 0.01% | 0.01% | 496 | -648 | -6.39% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,350 | 735 | 0.01% | 0.01% | 497 | -1,746 | -15.74% | Q1 2026 | Apr 20, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,286 | 730 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,249 | 727 | 0.0% | 0.0% | 499 | +4,591 | 98.56% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 9,236 | 726 | 0.01% | 0.01% | 500 | +494 | 5.65% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,217 | 725 | 0.02% | 0.01% | 501 | +5,141 | 126.13% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 9,183 | 722 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 9,078 | 714 | 0.05% | 0.05% | 503 | -12 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Asset Management Group, Inc. | History | No change | 9,046 | 711 | 0.11% | 0.11% | 504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | New | 9,010 | 708 | 0.02% | — | 506 | +9,010 | New | Q1 2026 | May 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 9,013 | 708 | 0.21% | 0.17% | 505 | +1,062 | 13.36% | Q1 2026 | Apr 28, 2026 |
| Private Capital Advisors, Inc. | History | No change | 9,000 | 707 | 0.08% | 0.07% | 507 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DigitalBridge Group, Inc. | History | No change | 9,000 | 707 | 0.04% | 0.05% | 508 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Reduced | 8,857 | 696 | 0.02% | 0.02% | 509 | -17 | -0.19% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 8,836 | 695 | 0.01% | 0.01% | 510 | -2,218 | -20.07% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 8,803 | 692 | 0.17% | 0.53% | 511 | -20,672 | -70.13% | Q1 2026 | Apr 08, 2026 |
| First Affirmative Financial Network | History | New | 8,774 | 690 | 0.27% | — | 512 | +8,774 | New | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 8,135 | 686 | 0.01% | 0.01% | 513 | +2,718 | 50.18% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,641 | 679 | 0.07% | 0.07% | 514 | -733 | -7.82% | Q1 2026 | May 11, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 8,586 | 675 | 0.37% | 0.36% | 515 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,533 | 671 | 0.0% | — | 516 | +8,533 | New | Q1 2026 | May 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 8,500 | 670 | 0.0% | 0.0% | 517 | +4,494 | 112.18% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 8,521 | 670 | 0.01% | 0.01% | 518 | +4 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 8,072 | 664 | 0.13% | 0.13% | 519 | -250 | -3.0% | Q1 2026 | Apr 29, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | New | 8,411 | 661 | 0.48% | — | 520 | +8,411 | New | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 8,341 | 656 | 0.0% | 0.0% | 521 | -314 | -3.63% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 8,349 | 656 | 0.01% | 0.01% | 522 | -188 | -2.2% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,865 | 647 | 0.01% | 0.01% | 523 | +70 | 0.9% | Q1 2026 | May 04, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 8,224 | 646 | 0.18% | 0.16% | 524 | -36 | -0.44% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,182 | 643 | 0.01% | 0.01% | 525 | +122 | 1.51% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,168 | 641 | 0.0% | 0.0% | 526 | +4,196 | 105.64% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | Reduced | 8,119 | 638 | 0.08% | 0.08% | 527 | -810 | -9.07% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 8,084 | 635 | 0.0% | 0.0% | 528 | -370 | -4.38% | Q1 2026 | Apr 27, 2026 |
| GM Advisory Group, LLC | History | New | 8,038 | 630 | 0.02% | — | 529 | +8,038 | New | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 7,976 | 627 | 0.0% | 0.0% | 530 | +401 | 5.29% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | New | 7,959 | 626 | 0.03% | — | 531 | +7,959 | New | Q1 2026 | May 14, 2026 |
| Bristol Gate Capital Partners Inc. | History | New | 7,690 | 603 | 0.04% | — | 532 | +7,690 | New | Q1 2026 | May 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 7,653 | 601 | 0.1% | 0.05% | 533 | +4,774 | 165.82% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | New | 7,575 | 595 | 0.06% | — | 534 | +7,575 | New | Q1 2026 | Apr 28, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 7,567 | 594 | 0.27% | 0.25% | 535 | -45 | -0.59% | Q1 2026 | May 11, 2026 |
| Cohen Capital Management, Inc. | History | No change | 7,500 | 589 | 0.09% | 0.08% | 536 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Dempze Nancy E | History | Added to | 7,466 | 587 | 0.32% | 0.24% | 537 | +1,125 | 17.74% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 7,464 | 587 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 7,341 | 577 | 0.01% | 0.01% | 539 | -162 | -2.16% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,331 | 576 | 0.01% | 0.01% | 540 | -275 | -3.62% | Q1 2026 | Apr 17, 2026 |
| Triasima Portfolio Management inc. | History | No change | 7,340 | 575 | 0.09% | 0.08% | 541 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,276 | 572 | 0.05% | 0.04% | 542 | -1,947 | -21.11% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Reduced | 7,265 | 571 | 0.02% | 0.01% | 543 | -45 | -0.62% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,235 | 569 | 0.01% | 0.01% | 544 | -454 | -5.9% | Q1 2026 | Apr 13, 2026 |
| FDx Advisors, Inc. | History | New | 7,196 | 566 | 0.18% | — | 545 | +7,196 | New | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,155 | 562 | 0.01% | 0.0% | 546 | +1,144 | 19.03% | Q1 2026 | Apr 28, 2026 |
| Platform Technology Partners | History | Reduced | 7,170 | 562 | 0.11% | 0.12% | 547 | -224 | -3.03% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,143 | 561 | 0.01% | 0.01% | 548 | -326 | -4.36% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 7,101 | 558 | 0.01% | 0.01% | 549 | -1,065 | -13.04% | Q1 2026 | May 15, 2026 |
| WULFF, HANSEN & CO. | History | No change | 7,039 | 553 | 0.56% | 0.43% | 550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 7,021 | 552 | 0.01% | 0.01% | 551 | -1,475 | -17.36% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 7,007 | 552 | 0.02% | 0.03% | 552 | +86 | 1.24% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 6,935 | 545 | 0.08% | 0.07% | 553 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 6,908 | 543 | 0.08% | 0.06% | 554 | +1,082 | 18.57% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Reduced | 6,821 | 536 | 0.0% | 0.0% | 556 | -109 | -1.57% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,818 | 536 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Waycross Investment Management Co | History | Reduced | 6,806 | 535 | 0.51% | 0.45% | 557 | -106 | -1.53% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,814 | 534 | 0.01% | 0.0% | 558 | +4,670 | 217.82% | Q1 2026 | May 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 6,292 | 533 | 0.5% | 0.6% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | No change | 6,783 | 532 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quantum Portfolio Management LLC | History | No change | 6,753 | 531 | 0.23% | 0.22% | 561 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,727 | 529 | 0.0% | 0.0% | 562 | -9,326 | -58.1% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 6,662 | 524 | 0.15% | 0.14% | 563 | -420 | -5.93% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 6,625 | 513 | 0.09% | — | 564 | +6,625 | New | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 6,464 | 508 | 0.01% | 0.01% | 565 | -8 | -0.12% | Q1 2026 | Apr 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,409 | 504 | 0.03% | 0.03% | 566 | -282 | -4.21% | Q1 2026 | May 06, 2026 |
| Elefante Mark B | History | Added to | 6,365 | 500 | 0.28% | 0.29% | 567 | +30 | 0.47% | Q1 2026 | May 14, 2026 |
| Silphium Asset Management Ltd | History | Reduced | 6,316 | 496 | 0.19% | 0.66% | 568 | -14,750 | -70.02% | Q1 2026 | May 05, 2026 |
| Sound Stewardship, LLC | History | Reduced | 6,295 | 495 | 0.23% | 0.24% | 569 | -509 | -7.48% | Q1 2026 | Apr 10, 2026 |
| Midwest Financial Group LLC | History | Added to | 6,275 | 493 | 0.21% | 0.2% | 570 | +100 | 1.62% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,244 | 491 | 0.01% | 0.01% | 571 | +156 | 2.56% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Added to | 6,233 | 490 | 0.01% | 0.01% | 572 | +630 | 11.24% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,223 | 489 | 0.05% | 0.04% | 573 | +5 | 0.08% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,174 | 485 | 0.01% | 0.0% | 574 | +1,661 | 36.8% | Q1 2026 | May 15, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 6,489 | 478 | 0.14% | 0.14% | 575 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 6,004 | 472 | 0.0% | 0.0% | 576 | -1,410 | -19.02% | Q1 2026 | May 07, 2026 |
| Summit Asset Management, LLC | History | No change | 6,006 | 472 | 0.07% | 0.06% | 577 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 5,916 | 466 | 0.19% | 0.26% | 578 | -3,245 | -35.42% | Q1 2026 | Apr 08, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,921 | 465 | 0.26% | 0.25% | 579 | -27 | -0.45% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,912 | 462 | 0.0% | 0.0% | 580 | +816 | 16.01% | Q1 2026 | Apr 15, 2026 |
| Headlands Technologies LLC | History | Added to | 5,857 | 460 | 0.05% | 0.03% | 581 | +1,629 | 38.53% | Q1 2026 | May 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 5,842 | 459 | 0.11% | 0.07% | 583 | +1,083 | 22.76% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,858 | 459 | 0.0% | 0.0% | 582 | -3 | -0.05% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,786 | 455 | 0.04% | 0.06% | 584 | -4,019 | -40.99% | Q1 2026 | May 13, 2026 |
| First City Capital Management, Inc. | History | No change | 5,710 | 449 | 0.24% | 0.22% | 585 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 5,668 | 445 | 0.32% | 0.3% | 586 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alchemi Wealth, LLC | History | No change | 5,659 | 445 | 0.25% | 0.23% | 587 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,644 | 443 | 0.01% | 0.02% | 588 | -2,024 | -26.4% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,616 | 441 | 0.02% | 0.01% | 589 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| Jain Global LLC | History | Reduced | 5,600 | 440 | 0.0% | 0.01% | 590 | -22,426 | -80.02% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 5,555 | 437 | 0.02% | 0.02% | 591 | -1,559 | -21.91% | Q1 2026 | Apr 27, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 5,542 | 435 | 0.14% | 0.13% | 592 | -7 | -0.13% | Q1 2026 | Apr 22, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 5,487 | 431 | 0.0% | 0.0% | 593 | -288 | -4.99% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,473 | 431 | 0.19% | 0.19% | 594 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 5,453 | 428 | 0.08% | 0.06% | 595 | +482 | 9.7% | Q1 2026 | May 15, 2026 |
| Groupe la Francaise | History | Added to | 5,468 | 428 | 0.01% | 0.01% | 596 | +216 | 4.11% | Q1 2026 | May 21, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 5,353 | 421 | 0.21% | 0.11% | 597 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 5,227 | 411 | 0.11% | 0.1% | 598 | +26 | 0.5% | Q1 2026 | Apr 09, 2026 |
| Walker Asset Management, LLC | History | Reduced | 5,214 | 410 | 0.22% | 0.25% | 599 | -1,000 | -16.09% | Q1 2026 | Apr 24, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 5,195 | 408 | 0.02% | 0.0% | 600 | +4,048 | 352.92% | Q1 2026 | May 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Reduced | 5,135 | 403 | 0.17% | 0.48% | 601 | -10,739 | -67.65% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,009 | 401 | 0.01% | 0.01% | 602 | -56 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Pictet North America Advisors SA | History | Reduced | 5,083 | 398 | 0.04% | 0.28% | 604 | -34,542 | -87.17% | Q1 2026 | Apr 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 5,067 | 398 | 0.02% | 0.02% | 603 | -446 | -8.09% | Q1 2026 | Apr 30, 2026 |
| Citizens National Bank Trust Department | History | No change | 5,049 | 397 | 0.07% | 0.06% | 605 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Alpine Fox Capital LLC | History | Reduced | 5,000 | 393 | 0.26% | 4.66% | 609 | -115,000 | -95.83% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 4,979 | 393 | 0.01% | 0.01% | 607 | -2,989 | -37.51% | Q1 2026 | May 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 5,000 | 393 | 0.06% | 0.06% | 606 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 5,004 | 393 | 0.05% | 0.05% | 608 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | New | 5,000 | 392 | 0.06% | — | 611 | +5,000 | New | Q1 2026 | May 08, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | No change | 5,000 | 392 | 0.16% | 0.14% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 4,981 | 391 | 0.01% | 0.01% | 612 | -100 | -1.97% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 4,904 | 385 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 4,880 | 383 | 0.01% | 0.02% | 614 | +331 | 7.28% | Q1 2026 | Apr 29, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 4,893 | 383 | 0.06% | 0.05% | 615 | +200 | 4.26% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 4,858 | 382 | 0.02% | 0.02% | 616 | +571 | 13.32% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Reduced | 4,809 | 378 | 0.02% | 0.03% | 617 | -603 | -11.14% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,785 | 376 | 0.02% | 0.02% | 618 | +149 | 3.21% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,759 | 374 | 0.0% | 0.01% | 619 | -2,423 | -33.74% | Q1 2026 | May 13, 2026 |
| South Street Advisors LLC | History | No change | 4,750 | 373 | 0.05% | 0.05% | 620 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XXI WEALTH, LLC | History | Added to | 4,722 | 371 | 0.21% | 0.2% | 621 | +286 | 6.45% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | No change | 4,692 | 369 | 0.02% | 0.02% | 622 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | No change | 4,679 | 367 | 0.07% | 0.06% | 623 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Keel Point, LLC | History | No change | 4,980 | 366 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,634 | 364 | 0.03% | 0.05% | 625 | +360 | 8.42% | Q1 2026 | Apr 28, 2026 |
| State of Wyoming | History | Reduced | 4,627 | 362 | 0.04% | 0.05% | 627 | -1,760 | -27.56% | Q1 2026 | May 13, 2026 |
| OAKLAND FINANCIAL CORP | History | No change | 4,614 | 362 | 5.71% | 5.62% | 626 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bath Savings Trust Co | History | No change | 4,595 | 361 | 0.04% | 0.03% | 628 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | Added to | 4,583 | 360 | 0.0% | 0.01% | 629 | +500 | 12.25% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 4,573 | 359 | 0.0% | 0.0% | 630 | +353 | 8.36% | Q1 2026 | May 04, 2026 |
| Arista Wealth Management, LLC | History | No change | 4,540 | 357 | 0.04% | 0.04% | 631 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Barnett & Company, Inc. | History | No change | 4,525 | 355 | 0.28% | 0.27% | 632 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4,457 | 350 | 0.06% | 0.08% | 636 | -201 | -4.32% | Q1 2026 | May 11, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,097 | 350 | 0.02% | 0.02% | 634 | -28 | -0.68% | Q1 2026 | May 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,453 | 350 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,763 | 350 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bollard Group LLC | History | Added to | 4,336 | 341 | 0.01% | 0.01% | 637 | +7 | 0.16% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Reduced | 4,326 | 340 | 0.03% | 0.03% | 638 | -42 | -0.96% | Q1 2026 | Apr 16, 2026 |
| Kidder Stephen W | History | New | 4,310 | 339 | 0.1% | — | 640 | +4,310 | New | Q1 2026 | May 08, 2026 |
| Tradewinds, LLC. | History | Reduced | 3,938 | 339 | 0.11% | 0.07% | 639 | -183 | -4.44% | Q1 2026 | May 04, 2026 |
| Storgate, LLC | History | Added to | 4,289 | 337 | 0.26% | 0.22% | 641 | +721 | 20.21% | Q1 2026 | May 06, 2026 |
| Legacy Bridge, LLC | History | Reduced | 4,237 | 333 | 0.13% | 0.13% | 643 | -202 | -4.55% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,235 | 333 | 0.0% | 0.0% | 642 | -11 | -0.26% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 4,230 | 332 | 0.11% | 0.1% | 644 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baldwin Investment Management, LLC | History | No change | 4,185 | 329 | 0.04% | 0.03% | 645 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | Reduced | 4,187 | 328 | 0.0% | 0.0% | 646 | -600 | -12.53% | Q1 2026 | Apr 24, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 4,145 | 326 | 0.17% | 0.33% | 647 | -4,090 | -49.67% | Q1 2026 | Apr 13, 2026 |
| Foster Group, Inc. | History | Reduced | 4,142 | 325 | 0.01% | 0.01% | 648 | -53 | -1.26% | Q1 2026 | Apr 13, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 4,140 | 325 | 0.17% | 0.14% | 649 | +28 | 0.68% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,161 | 322 | 0.01% | 0.01% | 652 | -209 | -4.78% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 4,097 | 322 | 0.02% | 0.02% | 651 | +7 | 0.17% | Q1 2026 | May 04, 2026 |
| WEXFORD CAPITAL LP | History | No change | 4,100 | 322 | 0.05% | 0.06% | 650 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LCNB CORP | History | Reduced | 4,081 | 321 | 0.11% | 0.1% | 653 | -15 | -0.37% | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | Added to | 4,035 | 317 | 0.07% | 0.06% | 655 | +414 | 11.43% | Q1 2026 | May 12, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 4,035 | 317 | 0.02% | 0.02% | 654 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 3,921 | 314 | 0.01% | 0.01% | 657 | -1,373 | -25.94% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 3,995 | 314 | 0.07% | 0.06% | 659 | +161 | 4.2% | Q1 2026 | May 05, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 4,000 | 314 | 0.08% | 0.08% | 656 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Poehling Capital Management, INC. | History | No change | 4,000 | 314 | 0.07% | 0.06% | 658 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,950 | 310 | 0.01% | 0.01% | 661 | +348 | 9.66% | Q1 2026 | May 18, 2026 |
| Smart Portfolios, LLC | History | Reduced | 3,945 | 310 | 0.31% | 0.29% | 660 | -80 | -1.99% | Q1 2026 | May 01, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 3,919 | 308 | 0.03% | 0.03% | 662 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,893 | 306 | 0.02% | — | 665 | +3,893 | New | Q1 2026 | Apr 28, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,893 | 306 | 0.02% | 0.02% | 664 | -225 | -5.46% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,164 | 306 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 2,794 | 305 | 0.08% | — | 666 | +2,794 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,842 | 302 | 0.0% | 0.0% | 667 | -1,048 | -21.43% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,836 | 301 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triangle Securities Wealth Management | History | No change | 3,805 | 299 | 0.07% | 0.06% | 669 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 3,783 | 297 | 0.09% | 0.1% | 670 | -25 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 3,767 | 296 | 0.02% | 0.02% | 671 | -1,266 | -25.15% | Q1 2026 | May 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 3,812 | 295 | 0.0% | 0.0% | 672 | +624 | 19.57% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 3,715 | 292 | 0.1% | 0.06% | 673 | +600 | 19.26% | Q1 2026 | May 01, 2026 |
| Montis Financial, LLC | History | No change | 3,676 | 289 | 0.06% | 0.05% | 674 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,634 | 287 | 0.01% | 0.01% | 675 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alphadyne Asset Management LP | History | New | 3,636 | 286 | 0.0% | — | 676 | +3,636 | New | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Reduced | 3,617 | 284 | 0.02% | 0.02% | 677 | -104 | -2.79% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,618 | 284 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 3,605 | 283 | 0.1% | 0.1% | 679 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Granite Group Advisors, LLC | History | No change | 3,529 | 282 | 0.17% | 0.15% | 680 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 3,547 | 279 | 0.24% | 0.47% | 681 | -3,702 | -51.07% | Q1 2026 | Apr 30, 2026 |
| Intrua Financial, LLC | History | No change | 3,545 | 278 | 0.03% | 0.03% | 682 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Passumpsic Savings Bank | History | No change | 3,749 | 276 | 0.15% | 0.15% | 683 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 3,500 | 275 | 0.02% | 0.02% | 684 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 3,495 | 274 | 0.02% | 0.02% | 685 | -500 | -12.52% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,484 | 273 | 0.03% | 0.02% | 686 | +1,201 | 52.61% | Q1 2026 | Apr 06, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 3,465 | 272 | 0.08% | 0.09% | 687 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 3,438 | 271 | 0.01% | 0.01% | 688 | +130 | 3.93% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 3,181 | 268 | 0.02% | 0.03% | 689 | -2,339 | -42.37% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 3,382 | 266 | 0.0% | 0.0% | 690 | +866 | 34.42% | Q1 2026 | May 14, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 3,383 | 266 | 0.07% | 0.07% | 691 | -500 | -12.88% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 3,381 | 265 | 0.01% | 0.01% | 693 | +716 | 26.87% | Q1 2026 | Apr 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,372 | 265 | 0.0% | 0.0% | 692 | +11 | 0.33% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,362 | 264 | 0.01% | 0.01% | 695 | -865 | -20.46% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 3,360 | 264 | 0.0% | 0.0% | 694 | +376 | 12.6% | Q1 2026 | Apr 30, 2026 |
| LMG Wealth Partners, LLC | History | No change | 3,364 | 264 | 0.05% | 0.05% | 696 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Corient IA LLC | History | No change | 3,320 | 261 | 0.25% | 0.23% | 697 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,272 | 257 | 0.02% | 0.02% | 698 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,246 | 255 | 0.01% | 0.01% | 699 | +88 | 2.79% | Q1 2026 | May 08, 2026 |
| PUZO MICHAEL J | History | New | 3,241 | 254 | 0.07% | — | 701 | +3,241 | New | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | New | 3,236 | 254 | 0.0% | — | 702 | +3,236 | New | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,240 | 254 | 0.01% | 0.0% | 700 | -12 | -0.37% | Q1 2026 | May 13, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 3,218 | 253 | 0.12% | 0.11% | 703 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,215 | 252 | 0.0% | 0.0% | 704 | -67 | -2.04% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | Reduced | 3,177 | 249 | 0.02% | 0.02% | 705 | -1,245 | -28.15% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,167 | 249 | 0.03% | 0.03% | 706 | -4 | -0.13% | Q1 2026 | Apr 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 3,164 | 248 | 0.0% | 0.0% | 707 | -169 | -5.07% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,158 | 248 | 0.01% | 0.01% | 708 | +78 | 2.53% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 3,144 | 247 | 0.03% | 0.01% | 709 | +2,025 | 180.97% | Q1 2026 | Apr 08, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 3,135 | 246 | 0.02% | 0.02% | 711 | -376 | -10.71% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 3,130 | 246 | 0.01% | 0.01% | 710 | -13 | -0.41% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 3,090 | 243 | 0.01% | 0.01% | 712 | +3 | 0.1% | Q1 2026 | Apr 27, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 3,089 | 242 | 0.05% | 0.06% | 713 | -405 | -11.59% | Q1 2026 | Apr 21, 2026 |
| American Trust | History | Reduced | 3,077 | 242 | 0.02% | 0.02% | 714 | -52 | -1.66% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,064 | 241 | 0.01% | 0.02% | 715 | -600 | -16.38% | Q1 2026 | May 11, 2026 |
| PATRON PARTNERS, LLC | History | No change | 3,040 | 239 | 0.11% | 0.1% | 716 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,035 | 238 | 0.0% | 0.0% | 717 | -1,475 | -32.71% | Q1 2026 | May 12, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 3,036 | 238 | 0.02% | 0.02% | 718 | -9 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,003 | 236 | 0.01% | — | 721 | +3,003 | New | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 3,005 | 236 | 0.14% | 0.12% | 720 | -15 | -0.5% | Q1 2026 | Apr 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3,002 | 236 | 0.07% | 0.07% | 719 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Added to | 3,003 | 235 | 0.0% | 0.0% | 722 | +248 | 9.0% | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | Added to | 2,989 | 235 | 0.07% | 0.07% | 723 | +56 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Crestwood Advisors Group, LLC | History | New | 2,944 | 231 | 0.0% | — | 724 | +2,944 | New | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Reduced | 2,923 | 229 | 0.0% | 0.02% | 725 | -6,418 | -68.71% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,895 | 227 | 0.01% | 0.01% | 726 | -59 | -2.0% | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,891 | 227 | 0.05% | 0.05% | 727 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 2,884 | 226 | 0.1% | 0.09% | 728 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 2,881 | 226 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Columbia Bank | History | No change | 2,884 | 226 | 0.06% | 0.06% | 730 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Berkeley, Inc | History | No change | 2,884 | 226 | 0.08% | 0.07% | 731 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,880 | 225 | 0.08% | 0.07% | 732 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Osmosis Investment Management UK Ltd | History | New | 2,845 | 223 | 0.01% | — | 735 | +2,845 | New | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 2,855 | 223 | 0.01% | 0.01% | 733 | -1,375 | -32.51% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,839 | 223 | 0.01% | 0.01% | 734 | +214 | 8.15% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,585 | 221 | 0.01% | 0.01% | 737 | -176 | -6.37% | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 3,004 | 221 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hara Capital LLC | History | No change | 2,798 | 220 | 0.11% | 0.11% | 738 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,778 | 218 | 0.01% | 0.01% | 739 | +827 | 42.39% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,779 | 218 | 0.0% | 0.0% | 740 | -3 | -0.11% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | New | 2,742 | 216 | 0.0% | — | 742 | +2,742 | New | Q1 2026 | May 14, 2026 |
| Citrine Capital LLC | History | No change | 2,750 | 216 | 0.09% | 0.09% | 741 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | New | 2,741 | 215 | 0.0% | — | 743 | +2,741 | New | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | New | 2,737 | 215 | 0.01% | — | 744 | +2,737 | New | Q1 2026 | May 12, 2026 |
| TCW GROUP INC | History | Reduced | 2,721 | 214 | 0.0% | 0.13% | 745 | -249,945 | -98.92% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Reduced | 2,728 | 214 | 0.01% | 0.01% | 746 | -115 | -4.05% | Q1 2026 | May 11, 2026 |
| Income Insurance Ltd | History | No change | 2,723 | 213 | 0.14% | 0.13% | 747 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 2,689 | 211 | 0.01% | 0.04% | 748 | -8,830 | -76.66% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | New | 2,684 | 211 | 0.01% | — | 749 | +2,684 | New | Q1 2026 | Apr 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 2,674 | 210 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 2,636 | 207 | 0.01% | 0.05% | 751 | -21,392 | -89.03% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | New | 2,612 | 205 | 0.05% | — | 752 | +2,612 | New | Q1 2026 | Apr 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 2,610 | 205 | 0.04% | — | 753 | +2,610 | New | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | New | 2,600 | 204 | 0.0% | — | 754 | +2,600 | New | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | New | 2,599 | 204 | 0.04% | — | 755 | +2,599 | New | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,399 | 202 | 0.0% | — | 756 | +2,399 | New | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 2,559 | 201 | 0.0% | 0.0% | 757 | -28 | -1.08% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | New | 2,555 | 200 | 0.0% | — | 758 | +2,555 | New | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,382 | 185 | 0.0% | 0.0% | 759 | +371 | 18.45% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,510 | 184 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,305 | 181 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,237 | 180 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,128 | 167 | 0.01% | 0.0% | 763 | +610 | 40.18% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,117 | 166 | 0.0% | 0.03% | 764 | -139,815 | -98.51% | Q1 2026 | May 05, 2026 |
| GS Investments, Inc. | History | New | 2,100 | 165 | 0.09% | — | 765 | +2,100 | New | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,087 | 164 | 0.01% | 0.0% | 766 | +782 | 59.92% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 2,067 | 162 | 0.01% | 0.01% | 767 | -332 | -13.84% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,058 | 161 | 0.02% | 0.02% | 768 | -13 | -0.63% | Q1 2026 | Apr 15, 2026 |
| BAYBAN | History | No change | 2,017 | 158 | 0.14% | 0.13% | 769 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,977 | 155 | 0.01% | 0.01% | 770 | +10 | 0.51% | Q1 2026 | May 13, 2026 |
| Ninepoint Partners LP | History | No change | 2,113 | 155 | 0.02% | 0.02% | 771 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,915 | 150 | 0.0% | 0.0% | 772 | +566 | 41.96% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,923 | 150 | 0.0% | 0.0% | 773 | +2 | 0.1% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | No change | 1,815 | 142 | 0.05% | 0.06% | 774 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Grove Bank & Trust | History | No change | 1,697 | 133 | 0.02% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 1,196 | 131 | 0.02% | — | 776 | +1,196 | New | Q1 2026 | May 11, 2026 |
| MOTCO | History | Reduced | 1,550 | 121 | 0.01% | 0.01% | 777 | -504 | -24.54% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 1,535 | 120 | 0.0% | — | 778 | +1,535 | New | Q1 2026 | Apr 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,496 | 118 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Blue Trust, Inc. | History | Added to | 1,469 | 115 | 0.0% | 0.0% | 780 | +419 | 39.9% | Q1 2026 | Apr 20, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,453 | 114 | 0.03% | — | 782 | +1,453 | New | Q1 2026 | Apr 20, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,443 | 114 | 0.01% | 0.01% | 781 | -28 | -1.9% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,401 | 110 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | No change | 1,402 | 110 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 1,362 | 107 | 0.07% | 0.07% | 785 | -20 | -1.45% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,311 | 103 | 0.02% | — | 786 | +1,311 | New | Q1 2026 | Apr 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,251 | 102 | 0.04% | 0.04% | 787 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cromwell Holdings LLC | History | Reduced | 1,289 | 101 | 0.06% | 0.08% | 789 | -647 | -33.42% | Q1 2026 | Apr 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,296 | 101 | 0.04% | 0.04% | 788 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,258 | 98 | 0.01% | 0.01% | 790 | +75 | 6.34% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,250 | 98 | 0.03% | 0.03% | 791 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 98 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,250 | 98 | 0.09% | 0.09% | 793 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 1,233 | 96 | 0.01% | — | 795 | +1,233 | New | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,230 | 96 | 0.07% | 0.06% | 794 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Boreal Capital Management LLC | History | No change | 1,206 | 94 | 0.08% | 0.07% | 796 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,187 | 93 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,150 | 90 | 0.06% | 0.06% | 798 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Coastline Trust Co | History | Added to | 1,121 | 88 | 0.01% | 0.0% | 800 | +481 | 75.16% | Q1 2026 | Apr 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,125 | 88 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,130 | 88 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,121 | 88 | 0.01% | 0.01% | 802 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,125 | 88 | 0.04% | 0.04% | 803 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,100 | 86 | 0.03% | 0.03% | 804 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,075 | 84 | 0.0% | 0.0% | 805 | -460 | -29.97% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 1,053 | 82 | 0.0% | 0.0% | 807 | -437 | -29.33% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,046 | 82 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Added to | 1,010 | 79 | 0.0% | 0.0% | 808 | +151 | 17.58% | Q1 2026 | Apr 06, 2026 |
| Towne Trust Company, N.A | History | No change | 1,000 | 78 | 0.03% | 0.02% | 809 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,000 | 78 | 0.03% | 0.02% | 810 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Granite FO LLC | History | No change | 1,000 | 78 | 0.05% | 0.04% | 811 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 975 | 76 | 0.01% | 0.01% | 812 | -238 | -19.62% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 932 | 73 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 885 | 69 | 0.0% | 0.0% | 814 | -128 | -12.64% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 865 | 68 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lummis Asset Management, LP | History | No change | 864 | 67 | 0.04% | 0.04% | 816 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 850 | 66 | 0.02% | 0.02% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LRI Investments, LLC | History | Added to | 831 | 65 | 0.01% | 0.0% | 818 | +195 | 30.66% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 821 | 64 | 0.0% | — | 819 | +821 | New | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 885 | 62 | 0.02% | 0.0% | 820 | +780 | 742.86% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 765 | 60 | 0.0% | 0.0% | 821 | +435 | 131.82% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 758 | 59 | 0.02% | 0.01% | 822 | +45 | 6.31% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 750 | 58 | 0.02% | 0.02% | 823 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 740 | 58 | 0.02% | 0.01% | 824 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 720 | 56 | 0.01% | 0.01% | 825 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 705 | 55 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 703 | 55 | 0.04% | 0.03% | 827 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITY HOLDING CO | History | No change | 688 | 54 | 0.01% | 0.01% | 828 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 696 | 54 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | No change | 650 | 51 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 639 | 50 | 0.0% | — | 833 | +639 | New | Q1 2026 | May 19, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 640 | 50 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 640 | 50 | 0.03% | 0.03% | 832 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 616 | 48 | 0.0% | 0.0% | 834 | +563 | 1062.26% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 619 | 48 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 606 | 47 | 0.0% | 0.0% | 836 | -52 | -7.9% | Q1 2026 | May 12, 2026 |
| Curat Global, LLC | History | No change | 605 | 47 | 0.05% | 0.05% | 837 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trust Co | History | No change | 597 | 46 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Knuff & Co LLC | History | New | 576 | 45 | 0.01% | — | 839 | +576 | New | Q1 2026 | May 11, 2026 |
| Kennebec Savings Bank | History | No change | 558 | 43 | 0.04% | 0.04% | 840 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 537 | 42 | 0.0% | 0.0% | 843 | +422 | 366.96% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 507 | 42 | 0.01% | 0.01% | 842 | +18 | 3.68% | Q1 2026 | May 06, 2026 |
| Community Bank, N.A. | History | No change | 542 | 42 | 0.0% | 0.0% | 841 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 525 | 41 | 0.0% | — | 845 | +525 | New | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 525 | 41 | 0.01% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | Added to | 513 | 40 | 0.0% | 0.0% | 846 | +1 | 0.2% | Q1 2026 | May 19, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 520 | 40 | 0.12% | 0.11% | 847 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 504 | 39 | 0.01% | 0.01% | 848 | +1 | 0.2% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 39 | 0.0% | 0.0% | 849 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Colonial Trust Co / SC | History | No change | 500 | 39 | 0.01% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Perspectives, Inc | History | No change | 500 | 39 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 504 | 39 | 0.02% | 0.02% | 852 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| YANKCOM Partnership | History | No change | 492 | 38 | 0.02% | 0.02% | 853 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 472 | 37 | 0.0% | — | 855 | +472 | New | Q1 2026 | May 12, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 482 | 37 | 0.01% | 0.01% | 854 | -19 | -3.79% | Q1 2026 | May 05, 2026 |
| Roxbury Financial LLC | History | Reduced | 466 | 36 | 0.03% | 0.03% | 857 | -40 | -7.91% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 466 | 36 | 0.0% | 0.0% | 856 | +22 | 4.95% | Q1 2026 | Apr 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 454 | 35 | 0.0% | — | 858 | +454 | New | Q1 2026 | Apr 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 435 | 34 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 435 | 34 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McMillan Office, Inc. | History | No change | 425 | 33 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 447 | 32 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 438 | 32 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 396 | 31 | 0.0% | 0.01% | 865 | -2,838 | -87.76% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 400 | 31 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 400 | 31 | 0.02% | 0.02% | 866 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 389 | 30 | 0.0% | 0.01% | 867 | -1,355 | -77.69% | Q1 2026 | Apr 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 375 | 29 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | New | 363 | 28 | 0.0% | — | 870 | +363 | New | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 368 | 28 | 0.0% | 0.0% | 869 | -150 | -28.96% | Q1 2026 | Apr 28, 2026 |
| Lavaca Capital LLC | History | No change | 345 | 27 | 0.0% | 0.0% | 871 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 351 | 27 | 0.01% | 0.01% | 872 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 334 | 26 | 0.01% | — | 874 | +334 | New | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 360 | 26 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | Reduced | 320 | 25 | 0.0% | 0.0% | 875 | -873 | -73.18% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 326 | 25 | 0.01% | 0.01% | 876 | -1 | -0.31% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 302 | 23 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Core Alternative Capital | History | No change | 288 | 22 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 288 | 22 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Advisors | History | Reduced | 271 | 21 | 0.0% | 0.0% | 881 | -288 | -51.52% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 277 | 21 | 0.01% | 0.01% | 880 | -19 | -6.42% | Q1 2026 | Apr 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 258 | 20 | 0.01% | 0.0% | 882 | +226 | 706.25% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS | History | New | 253 | 19 | 0.0% | — | 887 | +253 | New | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 254 | 19 | 0.01% | 0.02% | 886 | -53 | -17.26% | Q1 2026 | Apr 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 242 | 19 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank & Trust Co | History | No change | 242 | 19 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 250 | 19 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 225 | 18 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 227 | 18 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 234 | 18 | 0.0% | 0.0% | 890 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 216 | 17 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 207 | 16 | 0.0% | 0.0% | 892 | +40 | 23.95% | Q1 2026 | Apr 27, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 204 | 16 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 192 | 15 | 0.0% | — | 896 | +192 | New | Q1 2026 | May 08, 2026 |
| New Millennium Group LLC | History | No change | 211 | 15 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 198 | 15 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bravera Wealth | History | New | 177 | 13 | 0.01% | — | 897 | +177 | New | Q1 2026 | Apr 22, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 163 | 12 | 0.01% | — | 898 | +157 | 2616.67% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | No change | 150 | 11 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 142 | 11 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | No change | 149 | 11 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | No change | 129 | 10 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 128 | 10 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 127 | 9 | 0.01% | — | 912 | +127 | New | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | New | 110 | 9 | 0.0% | — | 911 | +110 | New | Q1 2026 | May 13, 2026 |
| Tacita Capital Inc | History | Reduced | 125 | 9 | 0.01% | 0.01% | 908 | -35 | -21.88% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | No change | 115 | 9 | 0.0% | 0.0% | 905 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 126 | 9 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WealthCollab, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | No change | 115 | 9 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 105 | 8 | 0.0% | — | 916 | +105 | New | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 111 | 8 | 0.0% | 0.0% | 914 | +13 | 13.27% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 107 | 8 | 0.0% | 0.0% | 913 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 105 | 8 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 100 | 7 | 0.0% | 0.0% | 917 | -14 | -12.28% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 101 | 7 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 87 | 6 | 0.0% | 0.0% | 925 | +70 | 411.76% | Q1 2026 | Apr 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 82 | 6 | 0.0% | 0.0% | 919 | +58 | 241.67% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 85 | 6 | 0.0% | 0.0% | 923 | +22 | 34.92% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 82 | 6 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 84 | 6 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 922 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 83 | 6 | 0.0% | 0.0% | 924 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sapience Investments, LLC | History | New | 75 | 5 | 0.65% | — | 931 | +75 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 71 | 5 | 0.0% | 0.0% | 927 | +14 | 24.56% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Added to | 76 | 5 | 0.0% | 0.0% | 929 | +6 | 8.57% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 65 | 5 | 0.0% | 0.0% | 928 | -2 | -2.99% | Q1 2026 | Apr 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 926 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 52 | 4 | 0.0% | 0.02% | 932 | -300 | -85.23% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | New | 57 | 4 | 0.0% | — | 939 | +57 | New | Q1 2026 | May 13, 2026 |
| Phillip James Consulting Co. | History | New | 55 | 4 | 0.0% | — | 940 | +55 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 60 | 4 | 0.0% | 0.0% | 937 | +37 | 160.87% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 52 | 4 | 0.0% | 0.0% | 934 | -7 | -11.86% | Q1 2026 | Apr 23, 2026 |
| Penserra Capital Management LLC | History | Reduced | 54 | 4 | 0.0% | 0.0% | 935 | -3 | -5.26% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 52 | 4 | 0.0% | 0.0% | 933 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kozak & Associates, Inc. | History | No change | 52 | 4 | 0.0% | 0.0% | 936 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 44 | 3 | 0.0% | — | 948 | +44 | New | Q1 2026 | May 15, 2026 |
| Magnolia Wealth Management, LLC | History | New | 42 | 3 | 0.0% | — | 946 | +42 | New | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | New | 42 | 3 | 0.0% | — | 947 | +42 | New | Q1 2026 | Apr 08, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 39 | 3 | 0.0% | 0.0% | 945 | -1 | -2.5% | Q1 2026 | Apr 20, 2026 |
| IFS Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 45 | 3 | 0.0% | 0.0% | 942 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Olistico Wealth, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 36 | 2 | 0.0% | — | 955 | +36 | New | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 32 | 2 | 0.0% | — | 951 | +24 | 300.0% | Q1 2026 | Apr 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 33 | 2 | 0.0% | — | 952 | +22 | 200.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Added to | 32 | 2 | 0.0% | 0.0% | 953 | +18 | 128.57% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | Added to | 31 | 2 | 0.0% | 0.0% | 950 | +16 | 106.67% | Q1 2026 | Apr 22, 2026 |
| COUNTRY TRUST BANK | History | No change | 28 | 2 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 956 | -133 | -85.26% | Q1 2026 | Apr 20, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 959 | -21 | -46.67% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 20 | 1 | 0.0% | — | 961 | +20 | New | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 20 | 1 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stephens Consulting, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 960 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -682,050 | -100.0% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.77% | — | -584,557 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.67% | — | -348,251 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -294,565 | -100.0% | Q1 2026 | May 15, 2026 |
| Prevatt Capital Ltd | History | Closed out | 0 | 0 | — | 5.96% | — | -280,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -248,814 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -239,755 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -178,228 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -153,882 | -100.0% | Q1 2026 | May 04, 2026 |
| Capital Innovations LLC | History | Closed out | 0 | 0 | — | 2.98% | — | -142,128 | -100.0% | Q1 2026 | May 14, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Closed out | 0 | 0 | — | 0.95% | — | -141,500 | -100.0% | Q1 2026 | May 07, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.04% | — | -137,421 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.07% | — | -99,150 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,800 | -100.0% | Q1 2026 | May 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 1.17% | — | -92,886 | -100.0% | Q1 2026 | May 15, 2026 |
| Heronetta Management, L.P. | History | Closed out | 0 | 0 | — | 5.22% | — | -89,300 | -100.0% | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.2% | — | -80,988 | -100.0% | Q1 2026 | May 13, 2026 |
| DKRT Investments Corp. | History | Closed out | 0 | 0 | — | 1.5% | — | -72,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.76% | — | -60,610 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LGT Group Foundation | History | Closed out | 0 | 0 | — | 0.04% | — | -49,984 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -40,386 | -100.0% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,594 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,300 | -100.0% | Q1 2026 | May 14, 2026 |
| GPM Growth Investors, Inc. | History | Closed out | 0 | 0 | — | 0.98% | — | -34,261 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Closed out | 0 | 0 | — | 1.17% | — | -28,870 | -100.0% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,052 | -100.0% | Q1 2026 | May 15, 2026 |
| 11 Capital Partners LP | History | Closed out | 0 | 0 | — | 0.56% | — | -27,553 | -100.0% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,239 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -22,906 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,947 | -100.0% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,961 | -100.0% | Q1 2026 | May 15, 2026 |
| S&CO INC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,000 | -100.0% | Q1 2026 | May 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -13,450 | -100.0% | Q1 2026 | May 15, 2026 |
| Genus Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -12,849 | -100.0% | Q1 2026 | May 01, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | Closed out | 0 | 0 | — | 0.23% | — | -12,304 | -100.0% | Q1 2026 | May 01, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.04% | — | -11,723 | -100.0% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,235 | -100.0% | Q1 2026 | May 15, 2026 |
| Timelo Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Closed out | 0 | 0 | — | 0.08% | — | -9,146 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -8,829 | -100.0% | Q1 2026 | May 12, 2026 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -8,750 | -100.0% | Q1 2026 | May 11, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,120 | -100.0% | Q1 2026 | May 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,633 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,395 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,096 | -100.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,970 | -100.0% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -4,894 | -100.0% | Q1 2026 | May 05, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -4,833 | -100.0% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,661 | -100.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,268 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Burkett Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -4,029 | -100.0% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,883 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,747 | -100.0% | Q1 2026 | May 12, 2026 |
| SOMERVILLE KURT F | History | Closed out | 0 | 0 | — | 0.04% | — | -3,590 | -100.0% | Q1 2026 | May 08, 2026 |
| Fire Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,577 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,375 | -100.0% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,299 | -100.0% | Q1 2026 | May 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -3,196 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,179 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tanager Wealth Management LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,151 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,029 | -100.0% | Q1 2026 | May 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,008 | -100.0% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,930 | -100.0% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -2,921 | -100.0% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,879 | -100.0% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,873 | -100.0% | Q1 2026 | May 12, 2026 |
| Stone Wealth Partners | History | Closed out | 0 | 0 | — | 0.19% | — | -2,860 | -100.0% | Q1 2026 | May 07, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,811 | -100.0% | Q1 2026 | May 07, 2026 |
| Successful Portfolios LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,808 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -2,237 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,101 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -505 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -279 | -100.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -157 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 04, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q1 2026 | May 15, 2026 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 06, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -21 | -87.5% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |